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Simplicity Wealth,LLC

Position in PRU — Prudential Financial Inc

CIK 1913243 SUMMIT, NJ

Position in PRU

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$352,931
+$36,025 QoQ
Shares Held
3,270
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#815
of 1,403 holders
Holding Since
Mar 2024
5 quarters on record

Common Shares in PRU Over Time

Shares Held

Position Value (USD)

Position in Insurance - Life

Financial Services · as of Jun 30, 2026

Simplicity Wealth,LLC holds $1,468,851 across 3 Insurance - Life names. PRU ranks #2 (24.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 PRU
Prudential Financial Inc
This page
3,270 $352,931

All Filings in PRU

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $352,931 3,270
2026-03-31 $316,906 3,244
2025-12-31 $358,958 3,180
2024-06-30 $989,083 8,440
2024-03-31 $1,015,040 8,646