Smallwood Wealth Investment Management, LLC
Position in PRU — Prudential Financial Inc
CIK 1921304
RED BANK, NJ
Position in PRU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$539
+$51 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,395
of 1,403 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $24,375 across 3 Insurance - Life names. PRU ranks #3 (2.2% of the industry book) .
All Filings in PRU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539 | 5 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $488 | 5 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $564 | 5 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $518 | 5 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $537 | 5 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $558 | 5 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||