Institute for Wealth Management, LLC.
Position in PRU — Prudential Financial Inc
CIK 1533954
DENVER, CO
Position in PRU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$865,274
+$40,673 QoQ
Shares Held
8,017
-5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#557
of 1,410 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $2,655,976 across 10 Insurance - Life names. PRU ranks #2 (32.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
10,304 | $871,821 | |
| 2 | PRU |
Prudential Financial Inc
This page
|
8,017 | $865,274 | |
| 3 | BHF |
Brighthouse Financial, Inc.
|
5,978 | $378,407 | |
| 4 | PRI |
Primerica, Inc.
|
912 | $259,190 | |
| 5 | LNC |
Lincoln National Corp
|
2,513 | $88,834 | |
| 6 | UNM |
Unum Group
|
914 | $81,711 | |
| 7 | GL |
Globe Life Inc.
|
300 | $53,604 | |
| 8 | MFC |
Manulife Financial Corp
|
1,070 | $43,345 |
All Filings in PRU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $865,274 | 8,017 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $824,601 | 8,441 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $965,011 | 8,549 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $907,206 | 8,745 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $958,364 | 8,920 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $995,627 | 8,915 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,060,250 | 8,945 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,087,478 | 8,980 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,062,796 | 9,069 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,051,669 | 8,958 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $928,515 | 8,953 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $856,287 | 9,024 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $801,214 | 9,082 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $750,948 | 9,076 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $908,467 | 9,134 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $785,659 | 9,159 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $884,944 | 9,249 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,134,668 | 9,602 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,045,923 | 9,663 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,017,073 | 9,668 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $989,655 | 9,658 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $878,932 | 9,648 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $761,572 | 9,755 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $588,576 | 9,266 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $565,030 | 9,278 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $464,671 | 8,912 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||