Meridian Wealth Management, LLC

Position in PRU — Prudential Financial Inc

CIK 1697300 LEXINGTON, KY

Position in PRU

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$450,607

+$58,773 QoQ

Shares Held

4,175

+4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#722

of 1,403 holders

Holding Since

Jun 2021

17 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Financial Services · as of Jun 30, 2026

Meridian Wealth Management, LLC holds $656,886 across 2 Insurance - Life names. PRU ranks #1 (68.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PRU	Prudential Financial Inc This page	4,175	$450,607
2	MET	Metlife Inc	2,438	$206,279

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$450,607	4,175	+4.1%	Shares	Sole	2026-08-05
2026-03-31	$391,834	4,011	-2.1%	Shares	Sole	2026-05-06
2025-12-31	$462,695	4,099	+82.1%	Shares	Sole	2026-02-04
2025-09-30	$233,518	2,251	-2.9%	Shares	Sole	2025-11-04
2025-06-30	$249,153	2,319	-2.1%	Shares	Sole	2025-08-08
2025-03-31	$264,569	2,369	+3.2%	Shares	Sole	2025-05-12
2024-12-31	$272,026	2,295	-0.6%	Shares	Sole	2025-02-06
2024-09-30	$279,498	2,308	+12.1%	Shares	Sole	2024-11-12
2023-12-31	$213,435	2,058	-20.5%	Shares	Sole	2024-02-08
2023-03-31	$214,296	2,590	+4.0%	Shares	Sole	2023-05-15
2022-12-31	$247,754	2,491	-2.5%	Shares	Sole	2023-02-14
2022-09-30	$219,082	2,554	-6.9%	Shares	Sole	2022-11-14
2022-06-30	$262,354	2,742	+6.5%	Shares	Sole	2022-08-05
2022-03-31	$304,169	2,574	-68.3%	Shares	Sole	2022-05-12
2021-12-31	$878,151	8,113	+0.1%	Shares	Sole	2022-01-27
2021-09-30	$852,961	8,108	+14.5%	Shares	Sole	2021-10-15
2021-06-30	$725,590	7,081	—	Shares	Sole	2021-07-22
No filing history on record for this holder in this stock.