Medallion Wealth Advisors, LLC
Position in PRU — Prudential Financial Inc
CIK 2131139
FARMINGTON, CT
Position in PRU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,493
-$6,967 QoQ
Shares Held
264
-27.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,188
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, 2026Medallion Wealth Advisors, LLC holds $1,686,380 across 5 Insurance - Life names. PRU ranks #4 (1.7% 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 | $28,493 | 264 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $35,460 | 363 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $40,974 | 363 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $37,657 | 363 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $38,999 | 363 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $40,539 | 363 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $43,025 | 363 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||