SageView Advisory Group, LLC
Position in PRU — Prudential Financial Inc
CIK 1914558
NEWPORT BEACH, CA
Position in PRU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$241,763
-$103,180 QoQ
Shares Held
2,240
-36.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#933
of 1,403 holders
Holding Since
Dec 2022
12 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, 2026SageView Advisory Group, LLC holds $1,336,748 across 3 Insurance - Life names. PRU ranks #3 (18.1% of the industry book) .
All Filings in PRU
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,763 | 2,240 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $344,943 | 3,531 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $1,773,457 | 15,711 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,653,200 | 15,936 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $336,072 | 3,128 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $250,944 | 2,247 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $333,306 | 2,812 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $280,952 | 2,320 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $524,073 | 4,464 | Shares | Sole | 2024-05-09 | |
| 2023-09-30 | $235,327 | 2,480 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $215,256 | 2,440 | Shares | Sole | 2023-08-11 | |
| 2022-12-31 | $251,037 | 2,524 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||