Capital Asset Advisory Services LLC
Position in PRU — Prudential Financial Inc
CIK 1666024
Williamston, MI
Position in PRU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$545,478
+$78,130 QoQ
Shares Held
5,054
+5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#669
of 1,403 holders
Holding Since
Mar 2020
26 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, 2026Capital Asset Advisory Services LLC holds $2,019,666 across 4 Insurance - Life names. PRU ranks #2 (27.0% of the industry book) .
All Filings in PRU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545,478 | 5,054 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $467,348 | 4,784 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $536,970 | 4,757 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $444,525 | 4,285 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $426,214 | 3,967 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $476,315 | 4,265 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $517,146 | 4,363 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $530,296 | 4,379 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $512,120 | 4,370 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $514,681 | 4,384 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $563,560 | 5,434 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $598,945 | 6,312 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $614,893 | 6,970 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $592,749 | 7,164 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $772,008 | 7,762 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $774,421 | 9,028 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $890,493 | 9,307 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,065,184 | 9,014 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $931,838 | 8,609 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $884,206 | 8,405 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $832,978 | 8,129 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $639,977 | 7,025 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $519,009 | 6,648 | Shares | Sole | 2021-03-02 | |
| 2020-09-30 | $283,616 | 4,465 | Shares | Sole | 2020-11-18 | |
| 2020-06-30 | $379,346 | 6,229 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $308,303 | 5,913 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||