Position in PRU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,483,980
+$456,080 QoQ
Shares Held
32,280
+4.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#303
of 1,402 holders
Holding Since
Sep 2021
20 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, 2026CreativeOne Wealth, LLC holds $4,765,539 across 4 Insurance - Life names. PRU ranks #1 (73.1% of the industry book) .
All Filings in PRU
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,483,980 | 32,280 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $3,027,900 | 30,995 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,162,215 | 19,155 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,839,309 | 17,730 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,842,595 | 17,150 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,741,649 | 15,595 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $2,351,397 | 19,838 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,991,610 | 16,446 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $1,199,673 | 10,237 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $986,511 | 8,403 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $504,030 | 4,860 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $422,449 | 4,452 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $361,436 | 4,097 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $354,375 | 4,283 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $411,863 | 4,141 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $332,139 | 3,872 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $399,559 | 4,176 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $469,725 | 3,975 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $367,366 | 3,394 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $241,539 | 2,296 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||