Heritage Wealth Advisors

Position in PRU — Prudential Financial Inc

CIK 1591122 RICHMOND, VA

Position in PRU

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$47,165

+$4,475 QoQ

Shares Held

437

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,143

of 1,403 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Heritage Wealth Advisors holds $213,908 across 6 Insurance - Life names. PRU ranks #2 (22.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GNW	Genworth Financial Inc	11,480	$108,715
2	PRU	Prudential Financial Inc This page	437	$47,165
3	MFC	Manulife Financial Corp	838	$33,947
4	MET	Metlife Inc	196	$16,583
5	UNM	Unum Group	83	$7,420
6	SFGYY	Sony Financial Group Inc./ADR	18	$78

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$47,165	437	0.0%	Shares	Sole	2026-08-14
2026-03-31	$42,690	437	-72.7%	Shares	Sole	2026-05-14
2025-12-31	$180,833	1,602	0.0%	Shares	Sole	2026-02-13
2025-09-30	$166,191	1,602	0.0%	Shares	Sole	2025-11-13
2025-06-30	$172,118	1,602	0.0%	Shares	Sole	2025-08-11
2025-03-31	$178,911	1,602	-3.1%	Shares	Sole	2025-05-08
2024-12-31	$196,048	1,654	-6.3%	Shares	Sole	2025-02-12
2024-09-30	$213,862	1,766	+10.2%	Shares	Sole	2024-11-12
2024-06-30	$187,738	1,602	-11.1%	Shares	Sole	2024-12-12
2024-03-31	$211,554	1,802	-9.4%	Shares	Sole	2024-12-12
2023-12-31	$206,382	1,990	+43.2%	Shares	Sole	2024-12-12
2023-09-30	$131,897	1,390	-4.6%	Shares	Sole	2024-12-12
2023-06-30	$128,536	1,457	+0.1%	Shares	Sole	2024-12-12
2023-03-31	$120,469	1,456	+0.1%	Shares	Sole	2023-05-04
2022-12-31	$144,714	1,455	+0.1%	Shares	Sole	2024-12-12
2022-09-30	$124,724	1,454	0.0%	Shares	Sole	2024-12-12
2022-06-30	$139,118	1,454	+0.1%	Shares	Sole	2022-08-04
2022-03-31	$171,701	1,453	-3.3%	Shares	Sole	2022-05-11
2021-12-31	$162,576	1,502	0.0%	Shares	Sole	2022-03-28
2021-09-30	$158,010	1,502	+0.1%	Shares	Sole	2021-11-02
2021-06-30	$153,807	1,501	+0.1%	Shares	Sole	2021-08-09
2021-03-31	$136,650	1,500	+0.1%	Shares	Sole	2021-04-27
2020-12-31	$117,026	1,499	+2.5%	Shares	Sole	2021-02-01
2020-09-30	$92,866	1,462	+0.1%	Shares	Sole	2020-11-03
2020-06-30	$88,974	1,461	-20.6%	Shares	Sole	2020-07-17
2020-03-31	$95,937	1,840	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.