BSW Wealth Partners

Position in PRU — Prudential Financial Inc

CIK 1512601 BOULDER, CO

Position in PRU

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$262,917

+$39,403 QoQ

Shares Held

2,436

+6.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#909

of 1,410 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BSW Wealth Partners holds $768,153 across 3 Insurance - Life names. PRU ranks #2 (34.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	2,308	$270,613
2	PRU	Prudential Financial Inc This page	2,436	$262,917
3	MET	Metlife Inc	2,773	$234,623

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$262,917	2,436	+6.5%	Shares	Sole	2026-07-15
2026-03-31	$223,514	2,288	-4.2%	Shares	Sole	2026-04-14
2025-12-31	$269,670	2,389	+1.9%	Shares	Sole	2026-01-23
2025-09-30	$243,270	2,345	-6.0%	Shares	Sole	2025-10-15
2025-06-30	$268,062	2,495	+7.8%	Shares	Sole	2025-07-18
2025-03-31	$258,539	2,315	-4.0%	Shares	Sole	2025-04-24
2024-12-31	$285,775	2,411	+0.0%	Shares	Sole	2025-01-22
2024-09-30	$291,851	2,410	-3.9%	Shares	Sole	2024-10-29
2024-06-30	$293,912	2,508	-1.7%	Shares	Sole	2024-07-16
2024-03-31	$299,487	2,551	-49.7%	Shares	Sole	2024-04-23
2023-12-31	$525,498	5,067	+1.2%	Shares	Sole	2024-01-25
2023-09-30	$475,019	5,006	+5.3%	Shares	Sole	2023-10-27
2023-06-30	$419,574	4,756	-3.5%	Shares	Sole	2023-08-11
2023-03-31	$407,825	4,929	-3.7%	Shares	Sole	2023-05-15
2022-12-31	$509,135	5,119	-19.1%	Shares	Sole	2023-02-14
2022-09-30	$542,987	6,330	-2.2%	Shares	Sole	2022-11-14
2022-06-30	$619,145	6,471	-0.3%	Shares	Sole	2022-08-15
2022-03-31	$766,805	6,489	+2.3%	Shares	Sole	2022-05-16
2021-12-31	$686,782	6,345	+0.3%	Shares	Sole	2022-02-14
2021-09-30	$665,705	6,328	+9.2%	Shares	Sole	2021-11-15
2021-06-30	$593,916	5,796	+13.4%	Shares	Sole	2021-08-16
2021-03-31	$465,703	5,112	+13.6%	Shares	Sole	2021-05-17
2020-12-31	$351,315	4,500	-0.5%	Shares	Sole	2021-02-16
2020-09-30	$287,237	4,522	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.