Marshall & Sterling Wealth Advisors Inc.
Position in PRU — Prudential Financial Inc
CIK 2056315
POUGHKEEPSIE, NY
Position in PRU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$83,429
+$8,599 QoQ
Shares Held
773
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,092
of 1,403 holders
Holding Since
Dec 2024
7 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, 2026Marshall & Sterling Wealth Advisors Inc. holds $108,551 across 4 Insurance - Life names. PRU ranks #1 (76.9% of the industry book) .
All Filings in PRU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,429 | 773 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $74,830 | 766 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $85,450 | 757 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $90,458 | 872 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $34,163 | 318 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $29,371 | 263 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $37,692 | 318 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||