Position in PRU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$375,488
+$75,092 QoQ
Shares Held
3,479
+13.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#792
of 1,403 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $2,119,769 across 4 Insurance - Life names. PRU ranks #2 (17.7% of the industry book) .
All Filings in PRU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,488 | 3,479 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $300,396 | 3,075 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $333,334 | 2,953 | Shares | Sole | 2026-01-28 | |
| 2025-06-30 | $230,888 | 2,149 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $313,932 | 2,811 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $573,566 | 4,839 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $408,591 | 3,374 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $556,066 | 4,745 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $448,585 | 3,821 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $491,689 | 4,741 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $237,509 | 2,503 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||