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Livermore
Livermore
ZHEN

Carson Advisory Inc.

SEC CIK
0001909304
Latest filing
Aug 11, 2026

PRU holding history

Prudential Financial Inc in every 13F filed by Carson Advisory Inc., 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)
8,547
Value
$922.4K
% of portfolio
0.4%
Quarters held
19
Since Q4 2021
Holdings of PRU by Carson Advisory Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,547$922.4K0.4%−99−1.1%ReducedHolders
Q1 20268,646$844.6K0.4%+10.0%AddedHolders
Q4 20258,645$975.9K0.5%+804+10.3%AddedHolders
Q3 20257,841$813.5K0.4%−360−4.4%ReducedHolders
Q2 20258,201$881.1K0.6%+10.0%AddedHolders
Q1 20258,200$915.8K0.6%−199−2.4%ReducedHolders
Q4 20248,399$995.6K0.7%−200−2.3%ReducedHolders
Q3 20248,599$1.04M0.7%−99−1.1%ReducedHolders
Q2 20248,698$1.02M0.7%−299−3.3%ReducedHolders
Q1 20248,997$1.06M0.7%00.0%UnchangedHolders
Q4 20238,997$933.1K0.7%+201+2.3%AddedHolders
Q3 20238,796$834.7K0.7%+100+1.1%AddedHolders
Q2 20238,696$767.1K0.6%+26+0.3%AddedHolders
Q1 20238,670$717.3K0.6%+151+1.8%AddedHolders
Q4 20228,519$847.3K0.8%−500−5.5%ReducedHolders
Q3 20229,019$774.0K0.9%−168−1.8%ReducedHolders
Q2 20229,187$879.0K1.0%+500+5.8%AddedHolders
Q1 20228,687$1.03M1.0%00.0%UnchangedHolders
Q4 20218,687$940.0K1.0%–No prior filingHolders