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West Financial Advisors, LLC

Position in PRU — Prudential Financial Inc

CIK 1843684 DES MOINES, IA

Position in PRU

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$2,266
-$5,744 QoQ
Shares Held
21
-74.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,364
of 1,403 holders
Holding Since
Dec 2020
23 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, 2026

West Financial Advisors, LLC holds $395,072 across 3 Insurance - Life names. PRU ranks #3 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 PRU
Prudential Financial Inc
This page
21 $2,266

All Filings in PRU

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,266 21
2026-03-31 $8,010 82
2025-12-31 $22,463 199
2025-09-30 $13,589 131
2025-06-30 $14,074 131
2025-03-31 $14,630 131
2024-12-31 $15,527 131
2024-09-30 $15,864 131
2024-06-30 $15,351 131
2024-03-31 $15,379 131
2023-12-31 $13,586 131
2023-09-30 $20,970 221
2023-06-30 $11,556 131
2023-03-31 $21,346 258
2022-12-31 $13,029 131
2022-09-30 $11,237 131
2022-06-30 $12,534 131
2022-03-31 $23,515 199
2021-12-31 $14,179 131
2021-09-30 $13,781 131
2021-06-30 $13,423 131
2021-03-31 $11,934 131
2020-12-31 $10,227 131