PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in PRU — Prudential Financial Inc
CIK 2145782
WALTHAM, MA
Position in PRU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$135,344
+$12,841 QoQ
Shares Held
1,254
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,046
of 1,403 holders
Holding Since
Jun 2025
5 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $177,649 across 2 Insurance - Life names. PRU ranks #1 (76.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
This page
|
1,254 | $135,344 | |
| 2 | MET |
Metlife Inc
|
500 | $42,305 |
All Filings in PRU
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,344 | 1,254 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $122,503 | 1,254 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $141,551 | 1,254 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $414 | 4 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $429 | 4 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||