Modern Wealth Management, LLC
Position in PRU — Prudential Financial Inc
CIK 2001900
KANSAS CITY, MO
Position in PRU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$450,283
+$67,828 QoQ
Shares Held
4,172
+6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#723
of 1,403 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Modern Wealth Management, LLC holds $1,956,435 across 6 Insurance - Life names. PRU ranks #1 (23.0% of the industry book) .
All Filings in PRU
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,283 | 4,172 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $382,455 | 3,915 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $396,885 | 3,516 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $380,310 | 3,666 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $384,848 | 3,582 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $403,387 | 3,612 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $429,788 | 3,626 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $377,831 | 3,120 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $211,292 | 1,803 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||