Avior Wealth Management, LLC

Position in PRU — Prudential Financial Inc

CIK 1599868 OMAHA, NE

Position in PRU

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$510,724

+$15,045 QoQ

Shares Held

4,732

-6.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#695

of 1,410 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avior Wealth Management, LLC holds $1,549,700 across 3 Insurance - Life names. PRU ranks #2 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GL	Globe Life Inc.	3,565	$636,994
2	PRU	Prudential Financial Inc This page	4,732	$510,724
3	MET	Metlife Inc	4,751	$401,982

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$510,724	4,732	-6.7%	Shares	Sole	2026-07-07
2026-03-31	$495,679	5,074	-5.4%	Shares	Sole	2026-04-09
2025-12-31	$605,488	5,364	+3.4%	Shares	Sole	2026-01-06
2025-09-30	$538,099	5,187	-42.5%	Shares	Sole	2025-11-14
2025-06-30	$969,323	9,022	-12.9%	Shares	Sole	2025-07-17
2025-03-31	$1,157,228	10,362	+25.6%	Shares	Sole	2025-04-21
2024-12-31	$977,872	8,250	+1.5%	Shares	Sole	2025-01-17
2024-09-30	$984,058	8,126	+1.3%	Shares	Sole	2024-11-08
2024-06-30	$940,215	8,023	-13.4%	Shares	Sole	2024-08-13
2024-03-31	$1,087,358	9,262	+28.6%	Shares	Sole	2024-04-30
2023-12-31	$746,919	7,202	+1.0%	Shares	Sole	2024-01-30
2023-09-30	$676,565	7,130	+1.4%	Shares	Sole	2023-10-17
2023-06-30	$620,274	7,031	+3.4%	Shares	Sole	2023-07-19
2023-03-31	$562,714	6,801	+148.0%	Shares	Sole	2023-05-10
2022-12-31	$272,719	2,742	+46.9%	Shares	Sole	2023-02-14
2022-09-30	$160,065	1,866	+0.9%	Shares	Sole	2022-10-26
2022-06-30	$176,912	1,849	+1.0%	Shares	Sole	2022-08-10
2022-03-31	$216,369	1,831	+1.6%	Shares	Sole	2022-05-13
2021-12-31	$195,048	1,802	+3.6%	Shares	Sole	2022-02-14
2021-09-30	$182,942	1,739	-5.7%	Shares	Sole	2021-11-02
2021-06-30	$189,057	1,845	+13.1%	Shares	Sole	2021-07-27
2021-03-31	$148,584	1,631	-0.1%	Shares	Sole	2021-05-11
2020-12-31	$127,410	1,632	-0.9%	Shares	Sole	2021-02-09
2020-09-30	$104,553	1,646	+3.5%	Shares	Sole	2020-10-20
2020-06-30	$96,831	1,590	+387.7%	Shares	Sole	2020-07-02
2020-03-31	$16,997	326	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.