Pinnacle Wealth Management Advisory Group, LLC
Position in PRU — Prudential Financial Inc
CIK 1631864
RED BANK, NJ
Position in PRU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$265,184
+$5,109 QoQ
Shares Held
2,457
+6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#901
of 1,403 holders
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $1,068,713 across 3 Insurance - Life names. PRU ranks #3 (24.8% of the industry book) .
All Filings in PRU
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,184 | 2,457 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $260,075 | 2,304 | Shares | Sole | 2026-02-02 | |
| 2025-03-31 | $235,421 | 2,108 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $221,295 | 1,867 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $218,222 | 1,802 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $210,824 | 1,799 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||