MISSION WEALTH MANAGEMENT, LP
Position in PRU — Prudential Financial Inc
CIK 1645382
Santa Barbara, CA
Position in PRU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,977,277
+$1,148,182 QoQ
Shares Held
18,320
+115.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#394
of 1,403 holders
Holding Since
Mar 2021
21 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, 2026MISSION WEALTH MANAGEMENT, LP holds $10,943,847 across 3 Insurance - Life names. PRU ranks #2 (18.1% of the industry book) .
All Filings in PRU
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,977,277 | 18,320 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $829,095 | 8,487 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,046,171 | 9,268 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,012,087 | 9,756 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,074,077 | 9,997 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,128,749 | 10,107 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,138,006 | 9,601 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,325,076 | 10,942 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,292,488 | 11,029 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,376,515 | 11,725 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,224,296 | 11,805 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,089,716 | 11,484 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $970,508 | 11,001 | Shares | Sole | 2023-08-04 | |
| 2022-12-31 | $228,161 | 2,294 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $205,957 | 2,401 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $229,727 | 2,401 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $291,879 | 2,470 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $265,188 | 2,450 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $370,724 | 3,524 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $354,136 | 3,456 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $323,769 | 3,554 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||