STEEL GROVE CAPITAL ADVISORS, LLC

Position in PRU — Prudential Financial Inc

CIK 1166308 MEMPHIS, TN

Position in PRU

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,066,535

+$396,330 QoQ

Shares Held

19,147

+12.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#384

of 1,403 holders

Holding Since

Mar 2022

18 quarters on record

Financial Services · as of Jun 30, 2026

STEEL GROVE CAPITAL ADVISORS, LLC holds $6,703,996 across 3 Insurance - Life names. PRU ranks #2 (30.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	37,548	$4,402,503
2	PRU	Prudential Financial Inc This page	19,147	$2,066,535
3	MFC	Manulife Financial Corp	5,800	$234,958

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,066,535	19,147	+12.0%	Shares	Sole	2026-07-28
2026-03-31	$1,670,205	17,097	+13.2%	Shares	Sole	2026-05-07
2025-12-31	$1,705,391	15,108	-9.7%	Shares	Sole	2026-02-09
2025-09-30	$1,735,777	16,732	0.0%	Shares	Sole	2025-11-14
2025-06-30	$1,797,686	16,732	+1.8%	Shares	Sole	2025-07-30
2025-03-31	$1,836,354	16,443	+4.9%	Shares	Sole	2025-04-21
2024-12-31	$1,857,602	15,672	-3.9%	Shares	Sole	2025-02-14
2024-09-30	$1,974,293	16,303	-3.4%	Shares	Sole	2024-11-07
2024-06-30	$1,977,112	16,871	-1.4%	Shares	Sole	2024-08-14
2024-03-31	$2,008,244	17,106	+219.1%	Shares	Sole	2024-05-15
2023-12-31	$555,885	5,360	-76.2%	Shares	Sole	2024-01-18
2023-09-30	$2,139,959	22,552	-2.7%	Shares	Sole	2023-10-10
2023-06-30	$2,044,057	23,170	+18.5%	Shares	Sole	2023-07-13
2023-03-31	$1,618,394	19,560	+7.9%	Shares	Sole	2023-04-14
2022-12-31	$1,802,613	18,124	-0.0%	Shares	Sole	2023-02-15
2022-09-30	$1,555,362	18,132	+11.0%	Shares	Sole	2022-10-31
2022-06-30	$1,563,506	16,341	+3.2%	Shares	Sole	2022-07-20
2022-03-31	$1,870,867	15,832	—	Shares	Sole	2022-05-05
No filing history on record for this holder in this stock.