Florida Trust Wealth Management Co
Position in PRU — Prudential Financial Inc
CIK 1651023
SANIBEL, FL
Position in PRU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$352,175
+$83,235 QoQ
Shares Held
3,263
+18.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#816
of 1,403 holders
Holding Since
Dec 2023
11 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, 2026Florida Trust Wealth Management Co holds $3,576,363 across 4 Insurance - Life names. PRU ranks #4 (9.8% of the industry book) .
All Filings in PRU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,175 | 3,263 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $268,940 | 2,753 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $317,982 | 2,817 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $393,485 | 3,793 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $407,519 | 3,793 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $314,601 | 2,817 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $370,524 | 3,126 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $378,921 | 3,129 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $366,335 | 3,126 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $366,992 | 3,126 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $324,196 | 3,126 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||