Position in PRU
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$282,776
+$15,497 QoQ
Shares Held
2,620
-4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#881
of 1,403 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Derivatives in PRU
reported options exposure · as of Jun 30, 2026CallValue
$107,930
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Life
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $1,052,299 across 3 Insurance - Life names. PRU ranks #2 (26.9% of the industry book) .
All Filings in PRU
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,776 | 2,620 | Shares | Sole | 2026-07-14 | |
| 2026-06-30 | $107,930 | 1,000 | Call | Sole | 2026-07-14 | |
| 2026-03-31 | $267,279 | 2,736 | Shares | Sole | 2026-04-27 | |
| 2026-03-31 | $94,480 | 100,000 | Call | Sole | 2026-04-27 | |
| 2025-12-31 | $33,864 | 300 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $361,780 | 3,205 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $330,723 | 3,188 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $412,032 | 3,835 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $2,518,762 | 21,250 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $2,719,058 | 22,453 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $2,575,367 | 21,976 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $2,949,205 | 25,121 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,508,641 | 24,189 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $2,383,731 | 25,121 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $1,947,544 | 22,076 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,600,026 | 19,338 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,528,600 | 15,369 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $1,138,986 | 13,278 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $700,185 | 7,318 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $948,904 | 8,030 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $1,119,526 | 10,343 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $1,056,102 | 10,039 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $686,446 | 6,699 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $575,751 | 6,320 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $555,779 | 7,119 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $754,935 | 11,885 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $778,119 | 12,777 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $655,712 | 12,576 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||