Confluence Wealth Services, Inc.
Position in PRU — Prudential Financial Inc
CIK 1910411
MCMURRAY, PA
Position in PRU
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,171,796
+$199,488 QoQ
Shares Held
10,857
+9.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#488
of 1,403 holders
Holding Since
Dec 2021
10 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, 2026Confluence Wealth Services, Inc. holds $3,875,001 across 4 Insurance - Life names. PRU ranks #2 (30.2% of the industry book) .
All Filings in PRU
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,171,796 | 10,857 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $972,308 | 9,953 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $844,229 | 7,479 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $226,879 | 2,187 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $235,938 | 2,196 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $277,971 | 2,489 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $299,288 | 2,525 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $309,773 | 2,558 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $278,209 | 2,374 | Shares | Sole | 2024-07-31 | |
| 2021-12-31 | $159,112 | 1,470 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||