VISTA INVESTMENT PARTNERS LLC
Position in PRU — Prudential Financial Inc
CIK 2023386
Oklahoma City, OK
Position in PRU
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$390,059
+$36,910 QoQ
Shares Held
3,614
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#779
of 1,403 holders
Holding Since
Dec 2023
11 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, 2026VISTA INVESTMENT PARTNERS LLC holds $5,093,460 across 3 Insurance - Life names. PRU ranks #2 (7.7% of the industry book) .
All Filings in PRU
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,059 | 3,614 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $353,149 | 3,615 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $407,722 | 3,612 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $375,435 | 3,619 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $388,073 | 3,612 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $403,388 | 3,612 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $340,892 | 2,876 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $348,283 | 2,876 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $304,811 | 2,601 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $305,357 | 2,601 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $269,749 | 2,601 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||