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LifeSteps Financial, Inc.

Position in PRU — Prudential Financial Inc

CIK 1801373 CLAREMONT, CA

Position in PRU

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$17,268
+$2,006 QoQ
Shares Held
160
+23.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,234
of 1,403 holders
Holding Since
Mar 2024
2 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, 2026

LifeSteps Financial, Inc. holds $48,185 across 5 Insurance - Life names. PRU ranks #1 (35.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PRU
Prudential Financial Inc
This page
160 $17,268

All Filings in PRU

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $17,268 160
2024-03-31 $15,262 130