VALLEY WEALTH MANAGERS, INC.

Position in PRU — Prudential Financial Inc

CIK 924166 PARAMUS, NJ

Position in PRU

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,853,856

+$497,424 QoQ

Shares Held

35,707

+3.9% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#289

of 1,403 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Financial Services · as of Jun 30, 2026

VALLEY WEALTH MANAGERS, INC. holds $31,058,274 across 3 Insurance - Life names. PRU ranks #2 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	321,522	$27,203,975
2	PRU	Prudential Financial Inc This page	35,707	$3,853,856
3	BHF	Brighthouse Financial, Inc.	7	$443

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,853,856	35,707	+3.9%	Shares	Sole	2026-08-04
2026-03-31	$3,356,432	34,358	+4.4%	Shares	Sole	2026-05-06
2025-12-31	$3,714,654	32,908	+1.6%	Shares	Defined	2026-02-04
2025-09-30	$3,359,827	32,387	+4.1%	Shares	Defined	2025-11-03
2025-06-30	$3,341,383	31,100	+5.5%	Shares	Defined	2025-08-06
2025-03-31	$3,290,985	29,468	+2.6%	Shares	Defined	2025-05-07
2024-12-31	$3,403,825	28,717	-6.5%	Shares	Defined	2025-01-31
2024-09-30	$3,719,949	30,718	-3.5%	Shares	Sole	2024-11-06
2024-06-30	$3,731,563	31,842	-8.9%	Shares	Defined	2024-08-08
2024-03-31	$4,104,186	34,959	-10.5%	Shares	Defined	2024-05-03
2023-12-31	$4,049,459	39,046	-3.4%	Shares	Defined	2024-02-07
2023-09-30	$3,833,745	40,402	-3.1%	Shares	Defined	2023-11-09
2023-06-30	$3,678,949	41,702	+3.4%	Shares	Defined	2023-07-28
2023-03-31	$3,338,392	40,348	+4.3%	Shares	Defined	2023-05-03
2022-12-31	$3,849,101	38,700	+1.8%	Shares	Defined	2023-02-01
2022-09-30	$3,260,240	38,007	+5.3%	Shares	Defined	2022-11-09
2022-06-30	$3,454,142	36,101	+7.3%	Shares	Defined	2022-11-16
2022-03-31	$3,975,356	33,641	-1.1%	Shares	Other	2022-05-02
2021-12-31	$3,682,757	34,024	-1.9%	Shares	Sole	2022-02-02
2021-09-30	$3,649,282	34,689	-1.5%	Shares	Sole	2021-11-01
2021-06-30	$3,607,763	35,208	-0.3%	Shares	Sole	2021-08-03
2021-03-31	$3,216,832	35,311	+10.7%	Shares	Sole	2021-04-22
2020-12-31	$2,491,213	31,910	+1.4%	Shares	Sole	2021-02-02
2020-09-30	$1,999,609	31,480	-1.6%	Shares	Sole	2020-11-03
2020-06-30	$1,948,495	31,995	+0.3%	Shares	Sole	2020-07-28
2020-03-31	$1,663,786	31,910	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.