Providence Capital Advisors, LLC
Position in PRU — Prudential Financial Inc
CIK 1730814
CHARLOTTE, NC
Position in PRU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,670,670
+$1,589,039 QoQ
Shares Held
43,275
+37.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#262
of 1,403 holders
Holding Since
Mar 2020
26 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, 2026Providence Capital Advisors, LLC holds $4,679,298 across 3 Insurance - Life names. PRU ranks #1 (99.8% of the industry book) .
All Filings in PRU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,670,670 | 43,275 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,081,631 | 31,545 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,478,284 | 30,814 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,078,069 | 29,671 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,098,569 | 28,840 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,138,989 | 28,107 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,293,000 | 27,782 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,351,684 | 27,677 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,211,826 | 27,407 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,173,087 | 27,028 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,740,121 | 26,421 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,595,715 | 27,355 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,391,291 | 27,106 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,219,748 | 26,828 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,612,714 | 26,269 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,257,901 | 26,322 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,470,170 | 25,817 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,941,369 | 24,891 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,108,652 | 28,720 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,895,735 | 27,526 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,564,926 | 25,031 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,142,398 | 23,517 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,377,779 | 17,648 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,017,971 | 16,026 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $944,863 | 15,515 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $814,896 | 15,629 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||