WEALTH ALLIANCE, LLC

Position in PUK — Prudential PLC

CIK 1793904 MELLVILLE, NY

Position in PUK

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$634,405

+$13,125 QoQ

Shares Held

23,663

+8.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#89

of 278 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $1,997,978 across 5 Insurance - Life names. PUK ranks #1 (31.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PUK	Prudential PLC This page	23,663	$634,405
2	MFC	Manulife Financial Corp	12,125	$491,183
3	MET	Metlife Inc	3,997	$338,186
4	PRI	Primerica, Inc.	1,133	$321,998
5	LNC	Lincoln National Corp	6,003	$212,206

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$634,405	23,663	+8.3%	Shares	Defined	2026-08-11
2026-03-31	$621,280	21,853	-18.3%	Shares	Defined	2026-05-14
2025-12-31	$831,899	26,732	-2.0%	Shares	Defined	2026-02-13
2025-09-30	$763,791	27,288	-3.0%	Shares	Defined	2025-11-07
2025-06-30	$703,537	28,119	-15.5%	Shares	Defined	2025-08-08
2025-03-31	$715,692	33,288	+38.6%	Shares	Defined	2025-05-05
2024-09-30	$445,182	24,012	+7.6%	Shares	Defined	2024-11-04
2024-06-30	$408,865	22,318	+67.9%	Shares	Defined	2024-08-09
2024-03-31	$256,175	13,294	-24.9%	Shares	Defined	2024-05-10
2023-12-31	$397,522	17,707	+2.0%	Shares	Defined	2024-01-30
2023-09-30	$380,618	17,364	-9.0%	Shares	Defined	2023-11-09
2023-06-30	$540,543	19,087	+3.5%	Shares	Defined	2023-08-02
2023-03-31	$503,958	18,433	-4.6%	Shares	Defined	2023-05-11
2022-12-31	$530,858	19,318	+122.1%	Shares	Defined	2023-02-13
2022-06-30	$218,406	8,698	-46.5%	Shares	Defined	2022-10-11
2022-03-31	$480,467	16,243	-7.1%	Shares	Defined	2022-05-10
2021-12-31	$601,697	17,476	-13.0%	Shares	Defined	2022-02-14
2021-09-30	$787,282	20,094	+10.5%	Shares	Defined	2021-11-12
2021-06-30	$692,810	18,184	-11.8%	Shares	Defined	2021-08-16
2021-03-31	$879,670	20,606	+6.0%	Shares	Defined	2021-05-18
2020-12-31	$718,067	19,444	-4.2%	Shares	Defined	2021-02-11
2020-09-30	$580,292	20,297	+38.4%	Shares	Defined	2020-12-01
2020-06-30	$445,582	14,667	-12.0%	Shares	Defined	2020-08-14
2020-03-31	$413,007	16,667	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.