COLDSTREAM CAPITAL MANAGEMENT INC
Position in PRU — Prudential Financial Inc
CIK 1082339
BELLEVUE, WA
Position in PRU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,160,679
+$245,422 QoQ
Shares Held
10,754
+14.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#492
of 1,403 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $13,181,348 across 10 Insurance - Life names. PRU ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
59,662 | $6,995,369 | |
| 2 | MET |
Metlife Inc
|
18,746 | $1,586,099 | |
| 3 | PRU |
Prudential Financial Inc
This page
|
10,754 | $1,160,679 | |
| 4 | UNM |
Unum Group
|
12,808 | $1,145,035 | |
| 5 | PRI |
Primerica, Inc.
|
2,294 | $651,954 | |
| 6 | GL |
Globe Life Inc.
|
3,226 | $576,421 | |
| 7 | LNC |
Lincoln National Corp
|
11,068 | $391,253 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
4,462 | $282,444 |
All Filings in PRU
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,160,679 | 10,754 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $915,257 | 9,369 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,002,035 | 8,877 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,064,061 | 10,257 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,125,004 | 10,471 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,114,789 | 9,982 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,226,666 | 10,349 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,419,534 | 11,722 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,282,878 | 10,947 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,270,737 | 10,824 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $836,524 | 8,066 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $698,769 | 7,364 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $644,711 | 7,308 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $580,503 | 7,016 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $693,236 | 6,970 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $674,448 | 7,049 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $801,074 | 6,779 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $759,195 | 7,014 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $393,237 | 3,738 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $419,614 | 4,095 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $363,580 | 3,991 | Shares | Sole | 2021-06-16 | |
| 2020-12-31 | $305,253 | 3,910 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||