EverSource Wealth Advisors, LLC
Position in PRU — Prudential Financial Inc
CIK 1710537
BIRMINGHAM, AL
Position in PRU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$349,149
-$183 QoQ
Shares Held
3,235
-9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#817
of 1,403 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,191,157 across 17 Insurance - Life names. PRU ranks #5 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
9,771 | $1,145,647 | |
| 2 | MET |
Metlife Inc
|
4,500 | $380,740 | |
| 3 | GL |
Globe Life Inc.
|
2,068 | $369,507 | |
| 4 | MFC |
Manulife Financial Corp
|
8,853 | $358,631 | |
| 5 | PRU |
Prudential Financial Inc
This page
|
3,235 | $349,149 | |
| 6 | PUK |
Prudential PLC
|
5,721 | $153,376 | |
| 7 | UNM |
Unum Group
|
1,280 | $114,426 | |
| 8 | JXN |
Jackson Financial Inc.
|
831 | $85,080 |
All Filings in PRU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,149 | 3,235 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $349,332 | 3,576 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $342,020 | 3,030 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $241,920 | 2,332 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $249,257 | 2,320 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $230,728 | 2,066 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $213,824 | 1,804 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $216,403 | 1,787 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $203,556 | 1,737 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $168,937 | 1,439 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $81,202 | 783 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $55,319 | 583 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $44,992 | 510 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $28,875 | 349 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $54,503 | 548 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $21,187 | 247 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $28,512 | 298 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $35,095 | 297 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $31,172 | 288 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||