Position in PRU
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$388,655
+$75,071 QoQ
Shares Held
3,601
+12.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#781
of 1,402 holders
Holding Since
Jun 2024
9 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, 2026Optivise Advisory Services LLC holds $723,202 across 2 Insurance - Life names. PRU ranks #1 (53.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
This page
|
3,601 | $388,655 | |
| 2 | MET |
Metlife Inc
|
3,954 | $334,547 |
All Filings in PRU
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,655 | 3,601 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $313,584 | 3,210 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $421,493 | 3,734 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $283,106 | 2,729 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $212,516 | 1,978 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $208,506 | 1,867 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $240,615 | 2,030 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $285,674 | 2,359 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $310,436 | 2,649 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||