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Livermore
Livermore
ZHEN

Heritage Trust Co

SEC CIK
0001706028
Latest filing
Aug 6, 2026

PRU holding history

Prudential Financial Inc in every 13F filed by Heritage Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PRU overviewAll 13F holders of PRUFull Q2 2026 holdings

Shares (Q2 2026)
20,146
Value
$2.17M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of PRU by Heritage Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,146$2.17M0.2%+44+0.2%AddedHolders
Q1 202620,102$1.96M0.2%00.0%UnchangedHolders
Q4 202520,102$2.27M0.2%−163−0.8%ReducedHolders
Q3 202520,265$2.10M0.2%−100.0%ReducedHolders
Q2 202520,275$2.18M0.3%+11,806+139.4%AddedHolders
Q1 20258,469$945.8K0.1%+3,316+64.4%AddedHolders
Q4 20245,153$610.8K0.1%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 20245,251$615.4K0.1%+12+0.2%AddedHolders
Q1 20245,239$615.1K0.1%00.0%UnchangedHolders
Q4 20235,239$543.3K0.1%−135−2.5%ReducedHolders
Q3 20235,374$509.9K0.1%−74−1.4%ReducedHolders
Q2 20235,448$480.6K0.1%−8−0.1%ReducedHolders
Q1 20235,456$451.4K0.1%00.0%UnchangedHolders
Q4 20225,456$542.7K0.1%−109−2.0%ReducedHolders
Q3 20225,565$478.0K0.1%+32+0.6%AddedHolders
Q2 20225,533$529.0K0.1%00.0%UnchangedHolders
Q1 20225,533$654.0K0.1%−26−0.5%ReducedHolders
Q4 20215,559$602.0K0.1%−141−2.5%ReducedHolders
Q3 20215,700$600.0K0.1%−28−0.5%ReducedHolders
Q2 20215,728$587.0K0.1%−84−1.4%ReducedHolders
Q1 20215,812$529.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.