CBIZ Investment Advisory Services, LLC
Position in PRU — Prudential Financial Inc
CIK 1795934
INDEPENDENCE, OH
Position in PRU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,022
+$287 QoQ
Shares Held
28
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,354
of 1,403 holders
Holding Since
Mar 2025
6 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, 2026CBIZ Investment Advisory Services, LLC holds $12,126 across 4 Insurance - Life names. PRU ranks #2 (24.9% of the industry book) .
All Filings in PRU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,022 | 28 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,735 | 28 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $12,303 | 109 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $12,552 | 121 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $11,710 | 109 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $13,289 | 119 | Shares | Sole | 2025-06-03 | |
| No filing history on record for this holder in this stock. | ||||||