Heritage Wealth Management, Inc.
Position in PRU — Prudential Financial Inc
CIK 1944755
CINCINNATI, OH
Position in PRU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$221,904
-$24,287 QoQ
Shares Held
2,056
-5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#972
of 1,403 holders
Holding Since
Jun 2024
8 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, 2026Heritage Wealth Management, Inc. holds $1,776,269 across 4 Insurance - Life names. PRU ranks #4 (12.5% of the industry book) .
All Filings in PRU
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,904 | 2,056 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $246,191 | 2,181 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $226,256 | 2,181 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $234,326 | 2,181 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $243,574 | 2,181 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $258,632 | 2,182 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $264,240 | 2,182 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $255,708 | 2,182 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||