Prestige Wealth Management Group LLC
Position in PRU — Prudential Financial Inc
CIK 1772715
FLEMINGTON, NJ
Position in PRU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$117,104
+$4,761 QoQ
Shares Held
1,085
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,062
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, 2026Prestige Wealth Management Group LLC holds $153,406 across 9 Insurance - Life names. PRU ranks #1 (76.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
This page
|
1,085 | $117,104 | |
| 2 | AFL |
Aflac Inc
|
93 | $10,904 | |
| 3 | MET |
Metlife Inc
|
119 | $10,068 | |
| 4 | LNC |
Lincoln National Corp
|
165 | $5,832 | |
| 5 | MFC |
Manulife Financial Corp
|
100 | $4,051 | |
| 6 | JXN |
Jackson Financial Inc.
|
22 | $2,252 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
24 | $1,519 | |
| 8 | GNW |
Genworth Financial Inc
|
111 | $1,051 |
All Filings in PRU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,104 | 1,085 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $112,343 | 1,150 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $144,034 | 1,276 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $125,628 | 1,211 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $116,679 | 1,086 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $121,284 | 1,086 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $128,723 | 1,086 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $131,514 | 1,086 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $132,424 | 1,130 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $139,705 | 1,190 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $123,414 | 1,190 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $112,918 | 1,190 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $116,803 | 1,324 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $114,925 | 1,389 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $132,678 | 1,334 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $111,170 | 1,296 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $123,044 | 1,286 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $151,966 | 1,286 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $139,195 | 1,286 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $118,454 | 1,126 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $99,395 | 970 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $102,578 | 1,126 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $94,932 | 1,216 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $77,557 | 1,221 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $104,808 | 1,721 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $89,732 | 1,721 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||