GREAT VALLEY ADVISOR GROUP, INC.
Position in PRU — Prudential Financial Inc
CIK 1769897
WILMINGTON, DE
Position in PRU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$783,248
+$62,980 QoQ
Shares Held
7,257
-1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#578
of 1,403 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $2,470,128 across 5 Insurance - Life names. PRU ranks #1 (31.7% of the industry book) .
All Filings in PRU
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $783,248 | 7,257 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $720,268 | 7,373 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $809,688 | 7,173 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $763,941 | 7,364 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $785,708 | 7,313 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $855,803 | 7,663 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $917,540 | 7,741 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $940,462 | 7,766 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $844,588 | 7,207 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $887,074 | 7,556 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $601,310 | 5,798 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $587,179 | 6,188 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $543,258 | 6,158 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $377,128 | 4,558 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $449,957 | 4,524 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $391,071 | 4,559 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $497,440 | 5,199 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $388,424 | 3,287 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $353,078 | 3,262 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $328,013 | 3,118 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $331,183 | 3,232 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $290,882 | 3,193 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $248,965 | 3,189 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $232,991 | 3,668 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $254,318 | 4,176 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $215,911 | 4,141 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||