Position in PRU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,438,598
+$106,107 QoQ
Shares Held
13,329
-2.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#439
of 1,403 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $6,259,598 across 7 Insurance - Life names. PRU ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
28,173 | $2,383,717 | |
| 2 | PRU |
Prudential Financial Inc
This page
|
13,329 | $1,438,598 | |
| 3 | AFL |
Aflac Inc
|
12,117 | $1,420,718 | |
| 4 | LNC |
Lincoln National Corp
|
9,656 | $341,339 | |
| 5 | JXN |
Jackson Financial Inc.
|
2,988 | $305,941 | |
| 6 | GL |
Globe Life Inc.
|
1,379 | $246,399 | |
| 7 | ABX |
Abacus Global Management, Inc.
|
11,474 | $122,886 |
All Filings in PRU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,438,598 | 13,329 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,332,491 | 13,640 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,668,366 | 14,780 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $942,996 | 9,090 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $950,091 | 8,843 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,011,039 | 9,053 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $829,117 | 6,995 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $860,415 | 7,105 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $831,111 | 7,092 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,121,170 | 9,550 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $872,097 | 8,409 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,170,373 | 12,334 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $304,234 | 3,677 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $571,298 | 5,744 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $234,951 | 2,739 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $272,305 | 2,846 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $315,041 | 2,666 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $314,870 | 2,909 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||