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Advisor OS, LLC

Position in PRU — Prudential Financial Inc

CIK 1767580 CHICAGO, IL

Position in PRU

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$519,571
+$131,061 QoQ
Shares Held
4,814
+21.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#683
of 1,402 holders
Holding Since
Jun 2021
21 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, 2026

Advisor OS, LLC holds $1,167,566 across 3 Insurance - Life names. PRU ranks #1 (44.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PRU
Prudential Financial Inc
This page
4,814 $519,571

All Filings in PRU

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21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $519,571 4,814
2026-03-31 $388,510 3,977
2025-12-31 $400,155 3,545
2025-09-30 $377,300 3,637
2025-06-30 $435,130 4,050
2025-03-31 $395,568 3,542
2024-12-31 $429,786 3,626
2024-09-30 $455,454 3,761
2024-06-30 $417,194 3,560
2024-03-31 $437,782 3,729
2023-12-31 $352,507 3,399
2023-09-30 $318,922 3,361
2023-06-30 $953,390 10,807
2023-03-31 $1,252,431 15,137
2022-12-31 $1,457,484 14,654
2022-09-30 $669,168 7,801
2022-06-30 $875,469 9,150
2022-03-31 $667,068 5,645
2021-12-31 $463,373 4,281
2021-09-30 $411,014 3,907
2021-06-30 $341,428 3,332