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PlanVest Financial, Inc

Position in PRU — Prudential Financial Inc

CIK 2135239 GAITHERSBURG, MD

Position in PRU

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$10,793
+$1,024 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,277
of 1,403 holders
Holding Since
Mar 2026
2 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, 2026

PlanVest Financial, Inc holds $62,995 across 3 Insurance - Life names. PRU ranks #2 (17.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 PRU
Prudential Financial Inc
This page
100 $10,793

All Filings in PRU

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,793 100
2026-03-31 $9,769 100