Westside Investment Management, Inc.
Position in PRU — Prudential Financial Inc
CIK 1538383
SANTA MONICA, CA
Position in PRU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$356,169
+$24,023 QoQ
Shares Held
3,300
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#817
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, 2026Westside Investment Management, Inc. holds $444,812 across 6 Insurance - Life names. PRU ranks #1 (80.1% of the industry book) .
All Filings in PRU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,169 | 3,300 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $332,146 | 3,400 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $383,792 | 3,400 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $352,716 | 3,400 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $397,528 | 3,700 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $413,216 | 3,700 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $438,561 | 3,700 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $448,070 | 3,700 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $433,603 | 3,700 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $434,380 | 3,700 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $414,840 | 4,000 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $379,560 | 4,000 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $352,880 | 4,000 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $330,960 | 4,000 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $417,732 | 4,200 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $343,120 | 4,000 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $382,720 | 4,000 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $472,680 | 4,000 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $432,960 | 4,000 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $420,800 | 4,000 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $409,880 | 4,000 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $546,600 | 6,000 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $593,332 | 7,600 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $527,216 | 8,300 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $225,330 | 3,700 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $344,697 | 6,611 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||