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Orca Wealth Management, LLC

SEC CIK
0002043765
Latest filing
Jul 22, 2026

PRU holding history

Prudential Financial Inc in every 13F filed by Orca Wealth Management, LLC, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2024
Holdings of PRU by Orca Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−28,865−100.0%Sold outHolders
Q4 202528,865$3.21M2.3%+32+0.1%AddedHolders
Q3 202528,833$2.99M2.3%−146−0.5%ReducedHolders
Q2 202528,979$3.11M2.6%−21−0.1%ReducedHolders
Q1 202529,000$3.24M2.9%+115+0.4%AddedHolders
Q4 202428,885$3.42M3.1%–No prior filingHolders