EVOLUTION WEALTH MANAGEMENT INC.
Position in PRU — Prudential Financial Inc
CIK 2010029
FORT MYERS, FL
Position in PRU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$39,394
+$25,425 QoQ
Shares Held
365
+155.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,162
of 1,402 holders
Holding Since
Jun 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $70,067 across 5 Insurance - Life names. PRU ranks #1 (56.2% of the industry book) .
All Filings in PRU
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,394 | 365 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $13,969 | 143 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $15,125 | 134 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $7,628 | 71 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||