FOSTER & MOTLEY INC

Position in PRU — Prudential Financial Inc

CIK 1163902 CINCINNATI, OH

Position in PRU

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$4,323,244

-$624,168 QoQ

Shares Held

40,056

-20.9% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#270

of 1,402 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FOSTER & MOTLEY INC holds $40,990,572 across 5 Insurance - Life names. PRU ranks #5 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNM	Unum Group	123,518	$11,042,509
2	MFC	Manulife Financial Corp	243,502	$9,864,266
3	AFL	Aflac Inc	73,300	$8,594,425
4	MET	Metlife Inc	84,696	$7,166,128
5	PRU	Prudential Financial Inc This page	40,056	$4,323,244

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,323,244	40,056	-20.9%	Shares	Sole	2026-08-07
2026-03-31	$4,947,412	50,644	+6.4%	Shares	Sole	2026-04-21
2025-12-31	$5,371,959	47,590	-3.7%	Shares	Sole	2026-01-15
2025-09-30	$5,124,652	49,399	-4.8%	Shares	Sole	2025-10-23
2025-06-30	$5,577,747	51,915	-2.3%	Shares	Sole	2025-07-29
2025-03-31	$5,936,350	53,155	+1.5%	Shares	Sole	2025-05-08
2024-12-31	$6,205,282	52,352	+0.2%	Shares	Sole	2025-01-23
2024-09-30	$6,328,443	52,258	+6.4%	Shares	Sole	2024-10-30
2024-06-30	$5,755,435	49,112	+4.8%	Shares	Sole	2024-08-02
2024-03-31	$5,499,837	46,847	+6.4%	Shares	Sole	2024-04-18
2023-12-31	$4,567,492	44,041	+36.6%	Shares	Sole	2024-02-01
2023-09-30	$3,060,202	32,250	+4.7%	Shares	Sole	2023-10-24
2023-06-30	$2,716,999	30,798	-10.2%	Shares	Sole	2023-08-08
2023-03-31	$2,838,809	34,310	-3.6%	Shares	Sole	2023-05-09
2022-12-31	$3,538,687	35,579	+9.1%	Shares	Sole	2023-02-09
2022-09-30	$2,796,342	32,599	-3.7%	Shares	Sole	2022-11-04
2022-06-30	$3,240,585	33,869	+24.5%	Shares	Sole	2022-08-09
2022-03-31	$3,213,987	27,198	+24.9%	Shares	Sole	2022-04-28
2021-12-31	$2,356,601	21,772	+9.0%	Shares	Sole	2022-01-25
2021-09-30	$2,100,423	19,966	+10.5%	Shares	Sole	2021-10-29
2021-06-30	$1,851,837	18,072	+17.3%	Shares	Sole	2021-07-20
2021-03-31	$1,403,668	15,408	+11.7%	Shares	Sole	2021-04-26
2020-12-31	$1,077,131	13,797	-2.8%	Shares	Sole	2021-02-01
2020-09-30	$901,729	14,196	-6.0%	Shares	Sole	2020-10-19
2020-06-30	$920,016	15,107	-27.1%	Shares	Sole	2020-07-20
2020-03-31	$1,080,184	20,717	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.