HighMark Wealth Management LLC

Position in PRU — Prudential Financial Inc

CIK 1802451 ST. PAUL, MN

Position in PRU

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$6,152

-$7,817 QoQ

Shares Held

-60.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,333

of 1,410 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HighMark Wealth Management LLC holds $19,361 across 4 Insurance - Life names. PRU ranks #2 (31.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	115	$9,730
2	PRU	Prudential Financial Inc This page	57	$6,152
3	PUK	Prudential PLC	118	$3,163
4	BHF	Brighthouse Financial, Inc.	5	$316

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,152	57	-60.1%	Shares	Sole	2026-08-12
2026-03-31	$13,969	143	+1.4%	Shares	Sole	2026-05-06
2025-12-31	$15,916	141	+0.7%	Shares	Sole	2026-02-05
2025-09-30	$14,523	140	+0.7%	Shares	Sole	2025-10-20
2025-06-30	$14,934	139	+2.2%	Shares	Sole	2025-07-21
2024-09-30	$16,469	136	+74.4%	Shares	Sole	2024-10-17
2024-06-30	$9,140	78	0.0%	Shares	Sole	2024-07-29
2024-03-31	$9,157	78	+1.3%	Shares	Sole	2024-04-29
2023-12-31	$7,985	77	+1.3%	Shares	Sole	2024-01-23
2023-09-30	$7,211	76	+1.3%	Shares	Sole	2023-10-18
2023-06-30	$6,616	75	+1.4%	Shares	Sole	2023-07-26
2023-03-31	$6,122	74	+1.4%	Shares	Sole	2023-04-21
2022-12-31	$7,260	73	+1.4%	Shares	Sole	2023-02-02
2022-09-30	$6,176	72	+1.4%	Shares	Sole	2022-10-21
2022-06-30	$6,793	71	+1.4%	Shares	Sole	2022-07-19
2022-03-31	$8,271	70	-14.6%	Shares	Sole	2022-04-25
2021-12-31	$8,875	82	-14.6%	Shares	Sole	2022-01-20
2021-09-30	$10,099	96	+1.1%	Shares	Sole	2021-11-01
2021-06-30	$9,734	95	+1.1%	Shares	Sole	2021-08-02
2021-03-31	$8,563	94	+2.2%	Shares	Sole	2021-04-22
2020-12-31	$7,182	92	+1.1%	Shares	Sole	2021-01-27
2020-09-30	$5,780	91	-27.8%	Shares	Sole	2020-10-26
2020-06-30	$7,673	126	+1.6%	Shares	Sole	2020-07-22
2020-03-31	$6,465	124	—	Shares	Sole	2020-11-19
No filing history on record for this holder in this stock.