Private Wealth Management Group, LLC

Position in PRU — Prudential Financial Inc

CIK 2011342 PRINCETON, NJ

Position in PRU

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$22,773

+$207 QoQ

Shares Held

211

-8.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,211

of 1,403 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $169,967 across 10 Insurance - Life names. PRU ranks #4 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MFC	Manulife Financial Corp	896	$36,296
2	UNM	Unum Group	256	$22,886
3	AFL	Aflac Inc	195	$22,863
4	PRU	Prudential Financial Inc This page	211	$22,773
5	MET	Metlife Inc	252	$21,321
6	GL	Globe Life Inc.	71	$12,686
7	JXN	Jackson Financial Inc.	122	$12,491
8	CNO	CNO Financial Group, Inc.	190	$9,686

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,773	211	-8.7%	Shares	Sole	2026-07-27
2026-03-31	$22,566	231	-0.4%	Shares	Sole	2026-04-23
2025-12-31	$26,188	232	-0.4%	Shares	Sole	2026-01-23
2025-09-30	$24,171	233	-12.1%	Shares	Sole	2025-10-17
2025-06-30	$28,471	265	-8.9%	Shares	Sole	2025-07-29
2025-03-31	$32,498	291	-9.6%	Shares	Sole	2025-05-02
2024-12-31	$38,166	322	+119.0%	Shares	Sole	2025-01-27
2024-09-30	$17,801	147	+0.7%	Shares	Sole	2024-10-29
2024-06-30	$17,109	146	0.0%	Shares	Sole	2024-08-13
2024-03-31	$17,140	146	+23.7%	Shares	Sole	2024-04-30
2023-12-31	$12,237	118	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.