Wealthcare Advisory Partners LLC
Position in PRU — Prudential Financial Inc
CIK 1683059
WEST CHESTER, PA
Position in PRU
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$312,025
-$149,755 QoQ
Shares Held
2,891
-38.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#850
of 1,403 holders
Holding Since
Mar 2020
23 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, 2026Wealthcare Advisory Partners LLC holds $4,434,089 across 6 Insurance - Life names. PRU ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JXN |
Jackson Financial Inc.
|
11,124 | $1,138,986 | |
| 2 | LNC |
Lincoln National Corp
|
30,999 | $1,095,814 | |
| 3 | AFL |
Aflac Inc
|
8,877 | $1,040,828 | |
| 4 | MET |
Metlife Inc
|
7,352 | $622,052 | |
| 5 | PRU |
Prudential Financial Inc
This page
|
2,891 | $312,025 | |
| 6 | MFC |
Manulife Financial Corp
|
5,539 | $224,384 |
All Filings in PRU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,025 | 2,891 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $461,780 | 4,727 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $561,126 | 4,971 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $468,593 | 4,517 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $488,422 | 4,546 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $484,579 | 4,339 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $674,791 | 5,693 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $729,143 | 6,021 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $980,059 | 8,363 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,020,206 | 8,690 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $571,545 | 5,511 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $463,822 | 4,888 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $429,984 | 4,874 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $395,579 | 4,781 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $421,213 | 4,235 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $351,097 | 4,093 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $357,938 | 3,741 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $396,696 | 3,357 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $380,355 | 3,514 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $364,518 | 3,465 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $355,365 | 3,468 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $305,093 | 3,349 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $52,974 | 1,016 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||