Position in PRU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$59,469
+$6,033 QoQ
Shares Held
551
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,120
of 1,403 holders
Holding Since
Dec 2020
23 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, 2026SOA Wealth Advisors, LLC. holds $441,357 across 8 Insurance - Life names. PRU ranks #2 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PUK |
Prudential PLC
|
11,792 | $316,143 | |
| 2 | PRU |
Prudential Financial Inc
This page
|
551 | $59,469 | |
| 3 | MET |
Metlife Inc
|
553 | $46,789 | |
| 4 | MFC |
Manulife Financial Corp
|
336 | $13,611 | |
| 5 | LNC |
Lincoln National Corp
|
93 | $3,287 | |
| 6 | AFL |
Aflac Inc
|
10 | $1,172 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
14 | $886 | |
| 8 | UNM |
Unum Group
|
0 | $0 |
All Filings in PRU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,469 | 551 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $53,436 | 547 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $61,180 | 542 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $55,812 | 538 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $57,587 | 536 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $50,367 | 451 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $57,842 | 488 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $58,975 | 487 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $56,837 | 485 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $56,821 | 484 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $50,195 | 484 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $45,926 | 484 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $42,698 | 484 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $40,046 | 484 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $35,109 | 353 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $30,280 | 353 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $24,494 | 256 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $31,433 | 266 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $28,791 | 266 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $27,983 | 266 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $27,257 | 266 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $23,503 | 258 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $20,220 | 259 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||