McGlone Suttner Wealth Management, Inc.

Position in PRU — Prudential Financial Inc

CIK 1964819 APPLETON, WI

Position in PRU

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,167,047

+$170,316 QoQ

Shares Held

10,813

+6.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#489

of 1,403 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

McGlone Suttner Wealth Management, Inc. holds $3,051,057 across 2 Insurance - Life names. PRU ranks #2 (38.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MET	Metlife Inc	22,267	$1,884,010
2	PRU	Prudential Financial Inc This page	10,813	$1,167,047

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,167,047	10,813	+6.0%	Shares	Sole	2026-07-21
2026-03-31	$996,731	10,203	+7.3%	Shares	Sole	2026-04-21
2025-12-31	$1,072,924	9,505	+8.0%	Shares	Sole	2026-01-15
2025-09-30	$912,912	8,800	+4.5%	Shares	Sole	2025-10-20
2025-06-30	$904,967	8,423	+8.5%	Shares	Sole	2025-07-14
2025-03-31	$866,971	7,763	+15.1%	Shares	Sole	2025-04-29
2024-12-31	$799,247	6,743	+6.9%	Shares	Sole	2025-01-21
2024-09-30	$764,141	6,310	+26.6%	Shares	Sole	2024-10-10
2024-06-30	$583,957	4,983	-14.7%	Shares	Sole	2024-07-18
2024-03-31	$686,203	5,845	+17.3%	Shares	Sole	2024-04-18
2023-12-31	$516,786	4,983	+9.5%	Shares	Sole	2024-01-18
2023-09-30	$431,844	4,551	+6.0%	Shares	Sole	2023-10-19
2023-06-30	$378,728	4,293	+6.1%	Shares	Sole	2023-07-25
2023-03-31	$334,931	4,048	+14.9%	Shares	Sole	2023-04-20
2022-12-31	$350,397	3,523	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.