Strategic Wealth Partners, Ltd.
Position in PRU — Prudential Financial Inc
CIK 1720777
INDEPENDENCE, OH
Position in PRU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$30,220
+$1,890 QoQ
Shares Held
280
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,187
of 1,410 holders
Holding Since
Jun 2025
5 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, 2026Strategic Wealth Partners, Ltd. holds $237,353 across 4 Insurance - Life names. PRU ranks #4 (12.7% of the industry book) .
All Filings in PRU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,220 | 280 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $28,330 | 290 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $33,976 | 301 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $81,020 | 781 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $179,532 | 1,671 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||