Position in PRU
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$92,388
+$13,357 QoQ
Shares Held
856
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,084
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, 2026HHM Wealth Advisors, LLC holds $3,071,660 across 7 Insurance - Life names. PRU ranks #2 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNM |
Unum Group
|
31,593 | $2,824,414 | |
| 2 | PRU |
Prudential Financial Inc
This page
|
856 | $92,388 | |
| 3 | MET |
Metlife Inc
|
730 | $61,765 | |
| 4 | AFL |
Aflac Inc
|
341 | $39,982 | |
| 5 | MFC |
Manulife Financial Corp
|
984 | $39,861 | |
| 6 | LNC |
Lincoln National Corp
|
348 | $12,301 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
15 | $949 |
All Filings in PRU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,388 | 856 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $79,031 | 809 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $91,319 | 809 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $83,925 | 809 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $86,918 | 809 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $90,349 | 809 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $96,957 | 818 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $76,171 | 629 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $79,689 | 680 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $16,436 | 140 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $14,519 | 140 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $13,284 | 140 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $12,350 | 140 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,583 | 140 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $13,924 | 140 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $12,009 | 140 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $61,235 | 640 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $75,628 | 640 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $80,097 | 740 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $77,848 | 740 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $75,827 | 740 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $69,236 | 760 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $59,333 | 760 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $47,004 | 740 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $36,540 | 600 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $31,284 | 600 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||