Position in PRU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,635,650
+$1,006,474 QoQ
Shares Held
24,420
+46.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#341
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, 2026Integrated Wealth Concepts LLC holds $15,704,598 across 17 Insurance - Life names. PRU ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
40,846 | $4,789,193 | |
| 2 | PRU |
Prudential Financial Inc
This page
|
24,420 | $2,635,650 | |
| 3 | UNM |
Unum Group
|
19,387 | $1,733,197 | |
| 4 | MFC |
Manulife Financial Corp
|
37,962 | $1,537,840 | |
| 5 | MET |
Metlife Inc
|
15,968 | $1,351,052 | |
| 6 | GL |
Globe Life Inc.
|
7,166 | $1,280,420 | |
| 7 | PRI |
Primerica, Inc.
|
3,476 | $987,879 | |
| 8 | JXN |
Jackson Financial Inc.
|
6,947 | $711,303 |
All Filings in PRU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,635,650 | 24,420 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,629,176 | 16,677 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,024,160 | 9,073 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,409,100 | 13,583 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,551,218 | 14,438 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,616,009 | 14,470 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,903,117 | 16,056 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,069,356 | 17,088 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,537,866 | 21,656 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,146,189 | 18,281 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,111,743 | 20,362 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $4,676,463 | 49,283 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $4,440,818 | 50,338 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $3,905,245 | 47,199 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $408,681 | 4,109 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $412,773 | 4,812 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $469,693 | 4,909 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $603,139 | 5,104 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $509,810 | 4,710 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $611,632 | 5,814 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $418,385 | 4,083 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $587,048 | 6,444 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $341,243 | 4,371 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $270,785 | 4,263 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $272,466 | 4,474 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $328,482 | 6,300 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||