ELEVATION WEALTH PARTNERS, LLC
Position in PRU — Prudential Financial Inc
CIK 1976256
WALNUT CREEK, CA
Position in PRU
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$8,742
+$2,197 QoQ
Shares Held
81
+20.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,297
of 1,403 holders
Holding Since
Sep 2025
4 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $134,522 across 9 Insurance - Life names. PRU ranks #8 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
|
184 | $32,877 | |
| 2 | AFL |
Aflac Inc
|
146 | $17,118 | |
| 3 | UNM |
Unum Group
|
176 | $15,734 | |
| 4 | PRI |
Primerica, Inc.
|
52 | $14,778 | |
| 5 | MET |
Metlife Inc
|
162 | $13,706 | |
| 6 | BHF |
Brighthouse Financial, Inc.
|
207 | $13,103 | |
| 7 | LNC |
Lincoln National Corp
|
292 | $10,322 | |
| 8 | PRU |
Prudential Financial Inc
This page
|
81 | $8,742 |
All Filings in PRU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,742 | 81 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $6,545 | 67 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,402 | 39 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,282 | 22 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||