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Atria Investments, Inc

Position in PRU — Prudential Financial Inc

CIK 1535865 Charlotte, NC

Position in PRU

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$3,346,045
-$167,082 QoQ
Shares Held
31,002
-13.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#309
of 1,403 holders
Holding Since
Dec 2020
23 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, 2026

Atria Investments, Inc holds $15,663,365 across 11 Insurance - Life names. PRU ranks #2 (21.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 PRU
Prudential Financial Inc
This page
31,002 $3,346,045

All Filings in PRU

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,346,045 31,002
2026-03-31 $3,513,127 35,962
2025-12-31 $4,138,970 36,667
2025-09-30 $3,803,315 36,662
2025-06-30 $3,626,207 33,751
2025-03-31 $3,201,195 28,664
2024-12-31 $3,610,779 30,463
2024-09-30 $3,849,647 31,789
2024-06-30 $3,863,988 32,972
2024-03-31 $3,928,086 33,459
2023-12-31 $3,091,283 29,807
2023-09-30 $3,087,625 32,539
2023-06-30 $2,650,569 30,045
2023-03-31 $2,547,068 30,784
2022-12-31 $2,573,129 25,871
2022-09-30 $2,113,018 24,633
2022-06-30 $2,545,279 26,602
2022-03-31 $3,434,729 29,066
2021-12-31 $2,384,527 22,030
2021-09-30 $1,850,468 17,590
2021-06-30 $1,753,876 17,116
2021-03-31 $1,744,291 19,147
2020-12-31 $1,531,733 19,620