Position in PRU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,129,487
+$177,596 QoQ
Shares Held
10,465
+7.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#498
of 1,403 holders
Holding Since
Jun 2024
9 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, 2026Rothschild Wealth LLC holds $1,350,065 across 2 Insurance - Life names. PRU ranks #1 (83.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
This page
|
10,465 | $1,129,487 | |
| 2 | MET |
Metlife Inc
|
2,607 | $220,578 |
All Filings in PRU
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,129,487 | 10,465 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $951,891 | 9,744 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,098,322 | 9,730 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $490,586 | 4,729 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $526,348 | 4,899 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $569,568 | 5,100 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $603,910 | 5,095 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $615,551 | 5,083 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $601,536 | 5,133 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||