Allied Private Wealth LLC

Position in PRU — Prudential Financial Inc

CIK 2132253 BOCA RATON, FL

Position in PRU

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$161,247

New position

Shares Held

1,494

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,037

of 1,403 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Allied Private Wealth LLC holds $184,328 across 3 Insurance - Life names. PRU ranks #1 (87.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc This page	1,494	$161,247
2	MFC	Manulife Financial Corp	386	$15,636
3	MET	Metlife Inc	88	$7,445

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$161,247	1,494	—	Shares	Sole	2026-07-09
No filing history on record for this holder in this stock.