ATLAS CAPITAL ADVISORS INC.

Position in PRU — Prudential Financial Inc

CIK 1434165 JACKSON, WY

Position in PRU

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$42,848

+$4,066 QoQ

Shares Held

397

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,153

of 1,403 holders

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ATLAS CAPITAL ADVISORS INC. holds $3,555,046 across 8 Insurance - Life names. PRU ranks #6 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNM	Unum Group	11,429	$1,021,752
2	GL	Globe Life Inc.	5,127	$916,092
3	MET	Metlife Inc	10,656	$901,604
4	MFC	Manulife Financial Corp	10,852	$439,614
5	PRI	Primerica, Inc.	659	$187,287
6	PRU	Prudential Financial Inc This page	397	$42,848
7	LNC	Lincoln National Corp	1,098	$38,814
8	AFL	Aflac Inc	60	$7,035

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,848	397	0.0%	Shares	Sole	2026-08-13
2026-03-31	$38,782	397	-68.1%	Shares	Sole	2026-05-11
2025-12-31	$140,422	1,244	-34.9%	Shares	Sole	2026-02-13
2025-03-31	$213,308	1,910	-61.0%	Shares	Sole	2025-05-12
2024-12-31	$580,085	4,894	-1.2%	Shares	Sole	2025-02-12
2024-09-30	$599,687	4,952	-41.0%	Shares	Sole	2024-11-05
2024-06-30	$984,161	8,398	+197.9%	Shares	Sole	2024-07-30
2022-12-31	$280,377	2,819	+46.7%	Shares	Sole	2023-02-15
2022-09-30	$164,783	1,921	+287.3%	Shares	Sole	2022-11-08
2022-06-30	$47,457	496	-93.5%	Shares	Sole	2022-08-16
2022-03-31	$897,264	7,593	+5030.4%	Shares	Sole	2022-05-11
2021-12-31	$16,019	148	0.0%	Shares	Sole	2022-02-01
2021-09-30	$15,569	148	+348.5%	Shares	Sole	2021-10-28
2021-06-30	$3,381	33	—	Shares	Sole	2021-07-30
No filing history on record for this holder in this stock.