Wealthspire Advisors, LLC

Position in PRU — Prudential Financial Inc

CIK 1646247 NEW YORK, NY

Position in PRU

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$400,204

+$31,522 QoQ

Shares Held

3,708

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#766

of 1,403 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $3,552,065 across 5 Insurance - Life names. PRU ranks #3 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	13,203	$1,548,051
2	MET	Metlife Inc	11,922	$1,008,720
3	PRU	Prudential Financial Inc This page	3,708	$400,204
4	MFC	Manulife Financial Corp	8,524	$345,307
5	UNM	Unum Group	2,794	$249,783

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$400,204	3,708	-1.7%	Shares	Sole	2026-08-11
2026-03-31	$368,682	3,774	-27.8%	Shares	Sole	2026-05-01
2025-12-31	$590,362	5,230	+73.2%	Shares	Sole	2026-02-13
2025-09-30	$313,191	3,019	-8.0%	Shares	Sole	2025-11-14
2025-06-30	$352,618	3,282	+9.8%	Shares	Sole	2025-08-11
2025-03-31	$333,699	2,988	-7.6%	Shares	Sole	2025-05-09
2024-12-31	$383,444	3,235	+25.9%	Shares	Sole	2025-02-04
2024-09-30	$311,105	2,569	+0.2%	Shares	Sole	2024-11-13
2024-06-30	$300,357	2,563	-2.1%	Shares	Sole	2024-08-08
2024-03-31	$307,353	2,618	-9.8%	Shares	Sole	2024-05-06
2023-12-31	$300,966	2,902	-8.4%	Shares	Sole	2024-02-07
2023-09-30	$300,706	3,169	+17.8%	Shares	Sole	2023-11-06
2023-06-30	$237,400	2,691	-26.7%	Shares	Sole	2023-08-01
2023-03-31	$303,655	3,670	-13.7%	Shares	Sole	2023-05-09
2022-12-31	$423,102	4,254	-44.5%	Shares	Sole	2023-02-14
2021-12-31	$829,334	7,662	+26.1%	Shares	Sole	2022-02-14
2021-09-30	$639,195	6,076	-21.5%	Shares	Sole	2021-11-15
2021-03-31	$704,931	7,738	+15.0%	Shares	Sole	2021-05-17
2020-12-31	$525,176	6,727	+67.4%	Shares	Sole	2021-02-16
2020-09-30	$255,286	4,019	-41.2%	Shares	Sole	2020-11-16
2020-03-31	$356,376	6,835	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.