Position in PRU
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$246,620
+$42,448 QoQ
Shares Held
2,285
+9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#926
of 1,403 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Bison Wealth, LLC holds $1,433,096 across 3 Insurance - Life names. PRU ranks #3 (17.2% of the industry book) .
All Filings in PRU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,620 | 2,285 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $204,172 | 2,090 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $261,079 | 2,430 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $220,344 | 1,973 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $222,599 | 1,878 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||