Position in PRU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$40,149
+$4,493 QoQ
Shares Held
372
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,159
of 1,403 holders
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $767,243 across 15 Insurance - Life names. PRU ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNFCA |
Security National Financial Corp
|
54,995 | $483,357 | |
| 2 | MFC |
Manulife Financial Corp
|
1,472 | $59,630 | |
| 3 | MET |
Metlife Inc
|
692 | $58,550 | |
| 4 | AFL |
Aflac Inc
|
392 | $45,962 | |
| 5 | PRU |
Prudential Financial Inc
This page
|
372 | $40,149 | |
| 6 | PRI |
Primerica, Inc.
|
101 | $28,704 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
312 | $15,905 | |
| 8 | LNC |
Lincoln National Corp
|
335 | $11,842 |
All Filings in PRU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,149 | 372 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $35,656 | 365 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $52,376 | 464 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $28,632 | 276 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $29,653 | 276 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $28,366 | 254 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $29,751 | 251 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||