Baker Avenue Asset Management, LP

Position in PRU — Prudential Financial Inc

CIK 1432529 SAN FRANCISCO, CA

Position in PRU

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

Position Value

$335,014

+$124,786 QoQ

Shares Held

3,104

+44.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#827

of 1,403 holders

Holding Since

Dec 2022

6 quarters on record

Voting authority Sole 51% Shared 0% None 49%

Financial Services · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $2,121,244 across 6 Insurance - Life names. PRU ranks #3 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	4,565	$535,246
2	UNM	Unum Group	5,137	$459,247
3	PRU	Prudential Financial Inc This page	3,104	$335,014
4	MET	Metlife Inc	3,395	$287,250
5	PRI	Primerica, Inc.	993	$282,210
6	GL	Globe Life Inc.	1,244	$222,277

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$335,014	3,104	+44.2%	Shares	Sole	2026-07-28
2026-03-31	$210,228	2,152	+143.4%	Shares	Sole	2026-05-12
2023-09-30	$83,882	884	+21.8%	Shares	Sole	2023-11-15
2023-06-30	$64,047	726	+819.0%	Shares	Sole	2023-08-14
2023-03-31	$6,536	79	0.0%	Shares	Sole	2023-05-16
2022-12-31	$7,857	79	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.