Pinnacle Wealth Planning Services, Inc.
Position in PRU — Prudential Financial Inc
CIK 1726752
MANSFIELD, OH
Position in PRU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$506,731
+$35,670 QoQ
Shares Held
4,695
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#694
of 1,403 holders
Holding Since
Mar 2020
26 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, 2026Pinnacle Wealth Planning Services, Inc. holds $3,215,312 across 14 Insurance - Life names. PRU ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
6,818 | $576,870 | |
| 2 | PRU |
Prudential Financial Inc
This page
|
4,695 | $506,731 | |
| 3 | AFL |
Aflac Inc
|
3,662 | $429,369 | |
| 4 | GL |
Globe Life Inc.
|
2,114 | $377,729 | |
| 5 | MFC |
Manulife Financial Corp
|
7,549 | $305,809 | |
| 6 | LNC |
Lincoln National Corp
|
8,243 | $291,390 | |
| 7 | PUK |
Prudential PLC
|
9,226 | $247,349 | |
| 8 | JXN |
Jackson Financial Inc.
|
1,536 | $157,271 |
All Filings in PRU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,731 | 4,695 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $471,061 | 4,822 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $545,436 | 4,832 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $530,526 | 5,114 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $534,621 | 4,976 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $542,876 | 4,861 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $591,109 | 4,987 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $668,229 | 5,518 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $651,927 | 5,563 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $657,205 | 5,598 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $572,686 | 5,522 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $533,281 | 5,620 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $504,000 | 5,713 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $487,751 | 5,895 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $572,491 | 5,756 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $533,722 | 6,222 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $565,851 | 5,914 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $654,543 | 5,539 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $609,715 | 5,633 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $603,216 | 5,734 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $602,113 | 5,876 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $537,945 | 5,905 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $449,838 | 5,762 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $352,408 | 5,548 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $302,429 | 4,966 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $283,068 | 5,429 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||