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Independent Advisor Alliance

Position in PRU — Prudential Financial Inc

CIK 1696899 CHARLOTTE, NC

Position in PRU

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,584,735
+$172,725 QoQ
Shares Held
14,683
+1.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#422
of 1,403 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 3% Shared 0% None 97%

Common Shares in PRU Over Time

Shares Held

Position Value (USD)

Position in Insurance - Life

Financial Services · as of Jun 30, 2026

Independent Advisor Alliance holds $16,627,186 across 8 Insurance - Life names. PRU ranks #4 (9.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 PRU
Prudential Financial Inc
This page
14,683 $1,584,735

All Filings in PRU

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,584,735 14,683
2026-03-31 $1,412,010 14,454
2025-12-31 $1,901,349 16,844
2025-09-30 $1,758,495 16,951
2025-06-30 $1,811,653 16,862
2025-03-31 $2,011,467 18,011
2024-12-31 $2,146,341 18,108
2024-09-30 $1,997,059 16,491
2024-06-30 $2,188,639 18,676
2024-03-31 $1,699,599 14,477
2023-12-31 $1,543,204 14,880
2023-09-30 $1,552,020 16,356
2023-06-30 $1,460,834 16,559
2023-03-31 $1,927,428 23,295
2022-12-31 $2,428,415 24,416
2022-09-30 $2,237,914 26,089
2022-06-30 $2,350,474 24,566
2022-03-31 $2,451,909 20,749
2021-12-31 $1,204,386 11,127
2021-09-30 $1,146,469 10,898
2021-06-30 $1,140,900 11,134
2021-03-31 $987,432 10,839
2020-12-31 $909,281 11,647
2020-09-30 $1,062,943 16,734
2020-06-30 $1,065,384 17,494
2020-03-31 $784,759 15,051