Keel Point, LLC

Position in PRU — Prudential Financial Inc

CIK 1386935 HUNTSVILLE, AL

Position in PRU

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$212,514

-$167,440 QoQ

Shares Held

1,969

-41.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#998

of 1,403 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Keel Point, LLC holds $1,828,807 across 3 Insurance - Life names. PRU ranks #3 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	7,121	$834,937
2	UNM	Unum Group	8,740	$781,356
3	PRU	Prudential Financial Inc This page	1,969	$212,514

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,514	1,969	-41.5%	Shares	Sole	2026-08-14
2025-12-31	$379,954	3,366	-13.0%	Shares	Sole	2026-02-12
2025-09-30	$401,266	3,868	-5.5%	Shares	Sole	2025-12-16
2025-06-30	$439,644	4,092	+5.4%	Shares	Sole	2025-08-15
2025-03-31	$433,541	3,882	+2.2%	Shares	Sole	2025-05-15
2024-12-31	$450,176	3,798	+0.7%	Shares	Sole	2025-02-14
2024-09-30	$456,910	3,773	-1.0%	Shares	Sole	2024-11-14
2024-06-30	$446,611	3,811	+55.0%	Shares	Sole	2024-08-14
2024-03-31	$288,686	2,459	+15.9%	Shares	Sole	2024-04-16
2023-12-31	$219,968	2,121	-0.8%	Shares	Sole	2024-01-30
2023-09-30	$202,969	2,139	-6.1%	Shares	Sole	2023-10-26
2023-06-30	$201,053	2,279	+10.4%	Shares	Sole	2023-07-12
2022-12-31	$205,384	2,065	+1.6%	Shares	Sole	2023-01-17
2022-06-30	$194,421	2,032	+0.9%	Shares	Sole	2022-08-11
2022-03-31	$237,994	2,014	+1.1%	Shares	Sole	2022-04-27
2021-12-31	$215,614	1,992	-4.5%	Shares	Sole	2022-01-31
2021-09-30	$219,447	2,086	+1.9%	Shares	Sole	2021-11-04
2021-06-30	$209,756	2,047	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.