Cornerstone Wealth Group, LLC

Position in PRU — Prudential Financial Inc

CIK 1774879 HUNTERSVILLE, NC

Position in PRU

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$4,766,620

-$3,681,220 QoQ

Shares Held

44,164

-48.9% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#257

of 1,403 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Wealth Group, LLC holds $5,367,506 across 3 Insurance - Life names. PRU ranks #1 (88.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc This page	44,164	$4,766,620
2	AFL	Aflac Inc	3,871	$453,874
3	GNW	Genworth Financial Inc	15,524	$147,012

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,766,620	44,164	-48.9%	Shares	Sole	2026-07-27
2026-03-31	$8,447,840	86,476	+20.4%	Shares	Sole	2026-04-22
2025-12-31	$8,109,750	71,844	+2.7%	Shares	Sole	2026-01-26
2025-09-30	$7,254,123	69,926	+1.3%	Shares	Sole	2025-10-30
2025-06-30	$7,419,913	69,061	+2.9%	Shares	Sole	2025-07-28
2025-03-31	$7,497,301	67,132	+14.9%	Shares	Sole	2025-04-23
2024-12-31	$6,926,537	58,437	+4.2%	Shares	Sole	2025-01-22
2024-09-30	$6,794,436	56,106	+0.9%	Shares	Sole	2024-10-25
2024-06-30	$6,518,693	55,625	+0.8%	Shares	Sole	2024-07-24
2024-03-31	$6,476,840	55,169	+3.0%	Shares	Sole	2024-04-17
2023-12-31	$5,556,055	53,573	+19.7%	Shares	Sole	2024-02-13
2023-09-30	$4,247,466	44,762	-3.3%	Shares	Sole	2023-10-18
2023-06-30	$4,082,645	46,278	+2.9%	Shares	Sole	2023-08-02
2023-03-31	$3,722,307	44,988	+2.0%	Shares	Sole	2023-04-25
2022-12-31	$4,386,186	44,100	+2.3%	Shares	Sole	2023-01-25
2022-09-30	$3,696,517	43,093	+5.3%	Shares	Sole	2022-10-19
2022-06-30	$3,916,947	40,938	+9.6%	Shares	Sole	2022-07-20
2022-03-31	$4,413,767	37,351	+0.3%	Shares	Sole	2022-04-25
2021-12-31	$4,030,208	37,234	-1.5%	Shares	Sole	2022-01-25
2021-09-30	$3,976,349	37,798	+1.1%	Shares	Sole	2021-10-29
2021-06-30	$3,830,021	37,377	-0.5%	Shares	Sole	2021-07-21
2021-03-31	$3,421,533	37,558	-2.9%	Shares	Sole	2021-04-26
2020-12-31	$3,018,888	38,669	-4.1%	Shares	Sole	2021-01-28
2020-09-30	$2,560,110	40,304	—	Shares	Sole	2020-10-27
No filing history on record for this holder in this stock.