BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in PRU — Prudential Financial Inc
CIK 1654599
MORRISTOWN, NJ
Position in PRU
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$96,381
+$8,949 QoQ
Shares Held
893
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,077
of 1,403 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $816,313 across 5 Insurance - Life names. PRU ranks #3 (11.8% of the industry book) .
All Filings in PRU
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,381 | 893 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $87,432 | 895 | Shares | Sole | 2026-04-14 | |
| 2024-12-31 | $292,650 | 2,469 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $365,964 | 3,022 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $401,258 | 3,424 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $500,945 | 4,267 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $504,652 | 4,866 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $511,077 | 5,386 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $492,444 | 5,582 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $391,111 | 4,727 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $449,857 | 4,523 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $389,698 | 4,543 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $481,557 | 5,033 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $516,875 | 4,374 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $444,216 | 4,104 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||