Position in PRU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$553,357
+$106,914 QoQ
Shares Held
5,127
+12.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#665
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, 2026MBM WEALTH CONSULTANTS, LLC holds $553,357 across 1 Insurance - Life name. PRU ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
This page
|
5,127 | $553,357 |
All Filings in PRU
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $553,357 | 5,127 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $446,443 | 4,570 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $459,421 | 4,070 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $388,610 | 3,746 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $407,197 | 3,790 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $385,854 | 3,455 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $363,412 | 3,066 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $350,342 | 2,893 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $336,921 | 2,875 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $335,529 | 2,858 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $303,559 | 2,927 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $291,502 | 3,072 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $257,867 | 2,923 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $222 | 1,904 | Shares | Sole | 2023-05-31 | |
| 2022-12-31 | $189,371 | 1,904 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $143,938 | 1,678 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $119,600 | 1,250 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $144,758 | 1,225 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $113,976 | 1,053 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $81,845 | 778 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $72,548 | 708 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $64,498 | 708 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $42,626 | 546 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $34,681 | 546 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $43,299 | 711 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $323,163 | 6,198 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||