Skip to main content

WealthPoint Financial, LLC

Position in PRU — Prudential Financial Inc

CIK 2040860 CRAMERTON, NC

Position in PRU

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$364,587
-$14,254 QoQ
Shares Held
3,378
-12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#804
of 1,403 holders
Holding Since
Dec 2025
3 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, 2026

WealthPoint Financial, LLC holds $721,471 across 2 Insurance - Life names. PRU ranks #1 (50.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PRU
Prudential Financial Inc
This page
3,378 $364,587

All Filings in PRU

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $364,587 3,378
2026-03-31 $378,841 3,878
2025-12-31 $437,748 3,878