MINDSET WEALTH MANAGEMENT, LLC
Position in PRU — Prudential Financial Inc
CIK 2044232
INDIANAPOLIS, IN
Position in PRU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$512,991
+$55,705 QoQ
Shares Held
4,753
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#688
of 1,402 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026MINDSET WEALTH MANAGEMENT, LLC holds $919,119 across 2 Insurance - Life names. PRU ranks #1 (55.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
This page
|
4,753 | $512,991 | |
| 2 | MET |
Metlife Inc
|
4,800 | $406,128 |
All Filings in PRU
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,991 | 4,753 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $457,286 | 4,681 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $562,255 | 4,981 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $495,980 | 4,781 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $502,926 | 4,681 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $516,520 | 4,625 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $299,288 | 2,525 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $269,447 | 2,225 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||