Cornerstone Wealth Group, LLC

SEC CIK: 0001774879
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

PRU holding history

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

PRU overview All 13F holders of PRU Full Q2 2026 holdings

Shares (Q2 2026): 44,164
Value: $4.77M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of PRU by Cornerstone Wealth Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	44,164	$4.77M	0.3%	−42,312−48.9%	Reduced	Holders
Q1 2026	86,476	$8.34M	0.5%	+14,632+20.4%	Added	Holders
Q4 2025	71,844	$8.11M	0.6%	+1,918+2.7%	Added	Holders
Q3 2025	69,926	$7.25M	0.5%	+865+1.3%	Added	Holders
Q2 2025	69,061	$7.42M	0.6%	+1,929+2.9%	Added	Holders
Q1 2025	67,132	$7.50M	0.6%	+8,695+14.9%	Added	Holders
Q4 2024	58,437	$6.93M	0.6%	+2,331+4.2%	Added	Holders
Q3 2024	56,106	$6.79M	0.6%	+481+0.9%	Added	Holders
Q2 2024	55,625	$6.52M	0.6%	+456+0.8%	Added	Holders
Q1 2024	55,169	$6.48M	0.6%	+1,596+3.0%	Added	Holders
Q4 2023	53,573	$5.56M	0.8%	+8,811+19.7%	Added	Holders
Q3 2023	44,762	$4.25M	0.8%	−1,516−3.3%	Reduced	Holders
Q2 2023	46,278	$4.08M	0.7%	+1,290+2.9%	Added	Holders
Q1 2023	44,988	$3.72M	0.7%	+888+2.0%	Added	Holders
Q4 2022	44,100	$4.39M	0.8%	+1,007+2.3%	Added	Holders
Q3 2022	43,093	$3.70M	0.8%	+2,155+5.3%	Added	Holders
Q2 2022	40,938	$3.92M	0.8%	+3,587+9.6%	Added	Holders
Q1 2022	37,351	$4.41M	0.8%	+117+0.3%	Added	Holders
Q4 2021	37,234	$4.03M	0.7%	−564−1.5%	Reduced	Holders
Q3 2021	37,798	$3.98M	0.7%	+421+1.1%	Added	Holders
Q2 2021	37,377	$3.58M	0.7%	−181−0.5%	Reduced	Holders
Q1 2021	37,558	$3.68M	0.7%	–	–	Holders

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