Bay Harbor Wealth Management, LLC

Position in PRU — Prudential Financial Inc

CIK 1767989 Hunt Valley, MD

Position in PRU

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$168,694

+$164,787 QoQ

Shares Held

1,563

+3807.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#1,029

of 1,403 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $204,962 across 12 Insurance - Life names. PRU ranks #1 (82.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc This page	1,563	$168,694
2	AFL	Aflac Inc	100	$11,725
3	MET	Metlife Inc	111	$9,391
4	GL	Globe Life Inc.	23	$4,109
5	UNM	Unum Group	38	$3,397
6	PRI	Primerica, Inc.	7	$1,989
7	JXN	Jackson Financial Inc.	17	$1,740
8	LNC	Lincoln National Corp	35	$1,237

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$168,694	1,563	+3807.5%	Shares	Other	2026-07-28
2026-03-31	$3,907	40	+17.6%	Shares	Other	2026-04-14
2025-12-31	$3,837	34	-60.9%	Shares	Other	2026-02-02
2025-09-30	$9,025	87	+11.5%	Shares	Other	2025-10-09
2025-06-30	$8,380	78	+5.4%	Shares	Sole	2025-07-22
2025-03-31	$8,264	74	+13.8%	Shares	Sole	2025-05-12
2024-12-31	$7,704	65	0.0%	Shares	Sole	2025-01-27
2024-09-30	$7,871	65	0.0%	Shares	Sole	2024-10-24
2024-06-30	$7,617	65	0.0%	Shares	Sole	2024-07-24
2024-03-31	$7,631	65	0.0%	Shares	Sole	2024-04-22
2023-12-31	$6,741	65	0.0%	Shares	Sole	2024-01-26
2023-09-30	$6,167	65	0.0%	Shares	Sole	2023-10-25
2023-06-30	$5,734	65	0.0%	Shares	Sole	2023-07-19
2023-03-31	$5,378	65	0.0%	Shares	Sole	2023-05-03
2022-12-31	$6,464	65	0.0%	Shares	Sole	2023-01-25
2022-09-30	$5,575	65	—	Shares	Sole	2022-11-02
No filing history on record for this holder in this stock.