Position in PRU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$79,328
-$350,018 QoQ
Shares Held
735
-83.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,097
of 1,401 holders
Holding Since
Jun 2023
10 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, 2026Ascentis Independent Advisors holds $79,328 across 1 Insurance - Life name. PRU ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
This page
|
735 | $79,328 |
All Filings in PRU
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,328 | 735 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $429,346 | 4,395 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $263,349 | 2,333 | Shares | Sole | 2026-01-29 | |
| 2025-03-31 | $209,400 | 1,875 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $221,414 | 1,868 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $11,625 | 96 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $207,191 | 1,768 | Shares | Sole | 2024-07-29 | |
| 2023-12-31 | $244,133 | 2,354 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $232,006 | 2,445 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $282,745 | 3,205 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||