Golden State Wealth Management, LLC
Position in PRU — Prudential Financial Inc
CIK 1776033
SANTA ANA, CA
Position in PRU
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$12,519
-$1,743 QoQ
Shares Held
116
-20.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,259
of 1,403 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Golden State Wealth Management, LLC holds $260,822 across 6 Insurance - Life names. PRU ranks #5 (4.8% of the industry book) .
All Filings in PRU
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,519 | 116 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $14,262 | 146 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $14,335 | 127 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,249 | 147 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $16,008 | 149 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $94,369 | 845 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $12,090 | 102 | Shares | Sole | 2025-01-28 | |
| 2020-03-31 | $32,066 | 615 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||