Forvis Mazars Wealth Advisors, LLC

Position in PRU — Prudential Financial Inc

CIK 1352864 Springfield, MO

Position in PRU

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$528,425

-$24,598 QoQ

Shares Held

4,896

-13.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#678

of 1,403 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $5,505,463 across 5 Insurance - Life names. PRU ranks #3 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNM	Unum Group	26,040	$2,327,976
2	MET	Metlife Inc	24,959	$2,111,780
3	PRU	Prudential Financial Inc This page	4,896	$528,425
4	LNC	Lincoln National Corp	8,456	$298,919
5	JXN	Jackson Financial Inc.	2,328	$238,363

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$528,425	4,896	-13.5%	Shares	Sole	2026-08-10
2026-03-31	$553,023	5,661	+2.5%	Shares	Sole	2026-05-01
2025-12-31	$623,662	5,525	-9.9%	Shares	Sole	2026-02-10
2025-09-30	$636,133	6,132	+0.7%	Shares	Sole	2025-10-30
2025-06-30	$654,094	6,088	+2.2%	Shares	Sole	2025-07-29
2025-03-31	$665,166	5,956	+4.4%	Shares	Sole	2025-05-13
2024-12-31	$676,450	5,707	-3.0%	Shares	Sole	2025-02-04
2024-09-30	$712,189	5,881	+6.1%	Shares	Sole	2024-11-14
2024-06-30	$649,349	5,541	+10.1%	Shares	Sole	2024-08-09
2024-03-31	$590,756	5,032	-6.7%	Shares	Sole	2024-04-19
2023-12-31	$559,619	5,396	-11.2%	Shares	Sole	2024-01-11
2023-09-30	$576,646	6,077	-28.5%	Shares	Sole	2023-10-26
2023-06-30	$749,517	8,496	+37.6%	Shares	Sole	2023-08-08
2023-03-31	$510,919	6,175	+2.9%	Shares	Sole	2023-04-27
2022-12-31	$596,760	6,000	0.0%	Shares	Sole	2023-02-03
2022-09-30	$514,680	6,000	+2.9%	Shares	Sole	2022-10-14
2022-06-30	$557,814	5,830	+25.5%	Shares	Sole	2022-07-22
2022-03-31	$549,135	4,647	+15.8%	Shares	Sole	2022-05-10
2021-12-31	$434,258	4,012	+0.1%	Shares	Sole	2022-01-14
2021-09-30	$421,536	4,007	-0.6%	Shares	Sole	2021-10-14
2021-06-30	$413,261	4,033	-6.8%	Shares	Sole	2021-07-14
2021-03-31	$394,098	4,326	-19.9%	Shares	Sole	2021-04-23
2020-12-31	$421,734	5,402	+12.4%	Shares	Sole	2021-01-22
2020-09-30	$305,340	4,807	+9.7%	Shares	Sole	2020-11-05
2020-06-30	$266,863	4,382	+7.9%	Shares	Sole	2020-07-15
2020-03-31	$211,740	4,061	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.