Cornerstone Wealth Management, LLC

Position in PRU — Prudential Financial Inc

CIK 1674117 ST. PETERS, MO

Position in PRU

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,006,123

+$481,431 QoQ

Shares Held

9,322

+73.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#521

of 1,403 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Cornerstone Wealth Management, LLC holds $9,582,571 across 5 Insurance - Life names. PRU ranks #2 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	61,542	$7,215,799
2	PRU	Prudential Financial Inc This page	9,322	$1,006,123
3	LNC	Lincoln National Corp	21,937	$775,472
4	MET	Metlife Inc	3,885	$328,709
5	MFC	Manulife Financial Corp	6,331	$256,468

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,006,123	9,322	+73.6%	Shares	Sole	2026-07-22
2026-03-31	$524,692	5,371	+17.9%	Shares	Sole	2026-04-24
2025-12-31	$514,168	4,555	+15.1%	Shares	Sole	2026-02-05
2025-09-30	$410,395	3,956	+1.6%	Shares	Sole	2025-11-04
2025-06-30	$418,371	3,894	+3.3%	Shares	Sole	2025-08-12
2025-03-31	$421,145	3,771	-0.3%	Shares	Sole	2025-04-18
2024-12-31	$448,517	3,784	+2.7%	Shares	Sole	2025-01-21
2024-09-30	$446,253	3,685	-0.0%	Shares	Sole	2024-10-16
2024-06-30	$431,962	3,686	-0.4%	Shares	Sole	2024-07-16
2024-03-31	$434,497	3,701	-12.6%	Shares	Sole	2024-04-19
2023-12-31	$439,004	4,233	+13.1%	Shares	Sole	2024-01-10
2023-09-30	$355,173	3,743	-1.1%	Shares	Sole	2023-11-07
2023-06-30	$333,736	3,783	-0.9%	Shares	Sole	2023-07-14
2023-03-31	$315,901	3,818	+23.1%	Shares	Sole	2023-05-15
2022-09-30	$266,003	3,101	+0.0%	Shares	Sole	2022-10-14
2022-06-30	$296,608	3,100	-5.3%	Shares	Sole	2022-08-04
2022-03-31	$386,652	3,272	-2.1%	Shares	Sole	2022-04-21
2021-12-31	$361,629	3,341	-5.2%	Shares	Sole	2022-02-14
2021-09-30	$370,724	3,524	-6.4%	Shares	Sole	2021-11-12
2021-06-30	$385,799	3,765	-49.5%	Shares	Sole	2021-08-09
2021-03-31	$678,968	7,453	-5.6%	Shares	Sole	2021-04-30
2020-12-31	$616,284	7,894	-6.5%	Shares	Sole	2021-01-29
2020-09-30	$536,108	8,440	+6.9%	Shares	Sole	2020-10-13
2020-06-30	$480,866	7,896	+16.6%	Shares	Sole	2020-07-16
2020-03-31	$353,092	6,772	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.