UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in PRU — Prudential Financial Inc
CIK 1463217
IRVING, TX
Position in PRU
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,388,087
+$66,733 QoQ
Shares Held
12,861
-4.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#450
of 1,403 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $21,310,548 across 9 Insurance - Life names. PRU ranks #3 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
147,699 | $12,496,812 | |
| 2 | AFL |
Aflac Inc
|
30,544 | $3,581,284 | |
| 3 | PRU |
Prudential Financial Inc
This page
|
12,861 | $1,388,087 | |
| 4 | UNM |
Unum Group
|
15,085 | $1,348,599 | |
| 5 | GL |
Globe Life Inc.
|
4,879 | $871,779 | |
| 6 | LNC |
Lincoln National Corp
|
14,827 | $524,134 | |
| 7 | MFC |
Manulife Financial Corp
|
11,835 | $479,435 | |
| 8 | PUK |
Prudential PLC
|
15,316 | $410,621 |
All Filings in PRU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,388,087 | 12,861 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,321,354 | 13,526 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,937,020 | 17,160 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,650,814 | 15,913 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,818,636 | 16,927 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,780,067 | 15,939 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,879,174 | 15,854 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,993,911 | 16,465 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,957,541 | 16,704 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,042,551 | 34,434 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,897,421 | 37,580 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,167,853 | 43,923 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,764,964 | 42,677 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $18,513,240 | 223,752 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $22,477,263 | 225,993 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $19,706,754 | 229,736 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $22,019,029 | 230,132 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $26,844,088 | 227,165 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $24,123,124 | 222,867 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $22,844,390 | 217,152 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $21,844,144 | 213,176 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $18,794,021 | 206,301 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $12,857,660 | 164,694 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $10,592,341 | 166,756 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $10,082,664 | 165,561 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $8,443,343 | 161,936 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||