Position in PRU
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$15,110
+$2,411 QoQ
Shares Held
140
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,246
of 1,403 holders
Holding Since
Mar 2020
20 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, 2026Avion Wealth holds $200,138 across 11 Insurance - Life names. PRU ranks #3 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
3,059 | $123,920 | |
| 2 | AFL |
Aflac Inc
|
150 | $17,587 | |
| 3 | PRU |
Prudential Financial Inc
This page
|
140 | $15,110 | |
| 4 | MET |
Metlife Inc
|
170 | $14,383 | |
| 5 | FG |
F&G Annuities & Life, Inc.
|
523 | $13,906 | |
| 6 | CNO |
CNO Financial Group, Inc.
|
151 | $7,697 | |
| 7 | GL |
Globe Life Inc.
|
16 | $2,858 | |
| 8 | UNM |
Unum Group
|
19 | $1,698 |
All Filings in PRU
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,110 | 140 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $12,699 | 130 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $15,238 | 135 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $14,004 | 135 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $15,471 | 144 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $13,848 | 124 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $14,697 | 124 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $14,410 | 119 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $13,476 | 115 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $7,983 | 68 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $15,867 | 153 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $23,532 | 248 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $17,644 | 200 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $8,274 | 100 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $17 | 200 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $17,156 | 200 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $19,136 | 200 | Shares | Sole | 2022-08-11 | |
| 2020-09-30 | $2,667 | 42 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,557 | 42 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $2,189 | 42 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||