Foundations Investment Advisors, LLC
EndowmentPosition in PRU — Prudential Financial Inc
CIK 1743404
PHOENIX, AZ
Position in PRU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$866,893
+$133,535 QoQ
Shares Held
8,032
+7.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#552
of 1,403 holders
Holding Since
Jun 2023
13 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, 2026Foundations Investment Advisors, LLC holds $2,181,317 across 3 Insurance - Life names. PRU ranks #2 (39.7% of the industry book) .
All Filings in PRU
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $866,893 | 8,032 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $733,358 | 7,507 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $828,426 | 7,339 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $712,797 | 6,871 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $793,981 | 7,390 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $736,194 | 6,592 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $722,914 | 6,099 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $633,958 | 5,235 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $461,845 | 3,941 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $438,254 | 3,733 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $425,314 | 4,101 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $401,479 | 4,231 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $230,695 | 2,615 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||