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Crestmont Private Wealth LLC

Position in PRU — Prudential Financial Inc

CIK 1873372 HOUSTON, TX

Position in PRU

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$428,913
+$152,353 QoQ
Shares Held
3,974
+40.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#737
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, 2026

Crestmont Private Wealth LLC holds $1,072,278 across 3 Insurance - Life names. PRU ranks #1 (40.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PRU
Prudential Financial Inc
This page
3,974 $428,913

All Filings in PRU

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $428,913 3,974
2026-03-31 $276,560 2,831
2025-12-31 $319,676 2,832
2025-09-30 $274,496 2,646
2025-06-30 $253,128 2,356
2025-03-31 $265,575 2,378
2024-12-31 $248,320 2,095
2024-09-30 $304,082 2,511
2024-06-30 $288,873 2,465