WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in PRU — Prudential Financial Inc
CIK 1632972
PLYMOUTH, MN
Position in PRU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$10,295,118
+$3,282,930 QoQ
Shares Held
95,387
+32.9% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#167
of 1,403 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $65,510,485 across 13 Insurance - Life names. PRU ranks #4 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
132,532 | $15,539,377 | |
| 2 | MET |
Metlife Inc
|
143,792 | $12,166,241 | |
| 3 | GL |
Globe Life Inc.
|
59,561 | $10,642,359 | |
| 4 | PRU |
Prudential Financial Inc
This page
|
95,387 | $10,295,118 | |
| 5 | UNM |
Unum Group
|
55,711 | $4,980,563 | |
| 6 | MFC |
Manulife Financial Corp
|
87,093 | $3,528,137 | |
| 7 | PRI |
Primerica, Inc.
|
7,185 | $2,041,977 | |
| 8 | LNC |
Lincoln National Corp
|
52,900 | $1,870,015 |
All Filings in PRU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,295,118 | 95,387 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $7,012,188 | 71,780 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $11,343,536 | 100,492 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $8,573,384 | 82,643 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $9,107,903 | 84,772 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $8,921,891 | 79,888 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $9,158,220 | 77,265 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $6,367,801 | 52,583 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,363,885 | 54,304 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $6,821,057 | 58,101 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $6,475,859 | 62,442 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $5,388,328 | 56,785 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $390,902 | 4,431 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $458,793 | 5,545 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $9,996,543 | 116,537 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $10,991,240 | 114,875 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $5,159,302 | 43,660 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $4,519,669 | 41,756 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||