CAPTRUST FINANCIAL ADVISORS

Position in PRU — Prudential Financial Inc

CIK 1512024 RALEIGH, NC

Position in PRU

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

Position Value

$6,741,631

+$2,284,916 QoQ

Shares Held

62,463

+36.9% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#218

of 1,410 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 38% Shared 0% None 62%

Financial Services · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $146,517,604 across 12 Insurance - Life names. PRU ranks #4 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	616,516	$72,286,501
2	MET	Metlife Inc	348,732	$29,506,214
3	UNM	Unum Group	269,039	$24,052,086
4	PRU	Prudential Financial Inc This page	62,463	$6,741,631
5	GL	Globe Life Inc.	23,399	$4,180,933
6	LNC	Lincoln National Corp	110,065	$3,890,797
7	MFC	Manulife Financial Corp	67,552	$2,736,531
8	PRI	Primerica, Inc.	4,417	$1,255,311

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,741,631	62,463	+36.9%	Shares	Sole	2026-08-13
2026-03-31	$4,456,715	45,621	+28.7%	Shares	Sole	2026-05-15
2025-12-31	$4,002,499	35,458	-0.4%	Shares	Sole	2026-02-17
2025-09-30	$3,692,210	35,591	-2.2%	Shares	Sole	2025-11-19
2025-06-30	$3,910,601	36,398	+6.4%	Shares	Sole	2025-08-15
2025-03-31	$3,821,466	34,218	+5.2%	Shares	Sole	2025-05-15
2024-12-31	$3,854,358	32,518	+7.0%	Shares	Sole	2025-02-14
2024-09-30	$3,681,682	30,402	-7.0%	Shares	Sole	2024-11-14
2024-06-30	$3,832,113	32,700	+1.1%	Shares	Sole	2024-08-15
2024-03-31	$3,799,064	32,360	-24.4%	Shares	Sole	2024-05-15
2023-12-31	$4,436,402	42,777	+7.7%	Shares	Sole	2024-02-14
2023-09-30	$3,768,746	39,717	+0.1%	Shares	Sole	2023-11-15
2023-06-30	$3,499,599	39,669	+6.4%	Shares	Sole	2023-08-15
2023-03-31	$3,085,457	37,291	-13.0%	Shares	Sole	2023-05-15
2022-12-31	$4,261,662	42,848	+3.1%	Shares	Sole	2023-02-15
2022-09-30	$3,565,788	41,569	+6.9%	Shares	Sole	2022-11-16
2022-06-30	$3,719,368	38,873	+7.2%	Shares	Sole	2022-08-23
2022-03-31	$4,286,025	36,270	+8.0%	Shares	Sole	2022-05-16
2021-12-31	$3,635,998	33,592	+83.0%	Shares	Sole	2022-02-14
2021-09-30	$1,930,840	18,354	+5.8%	Shares	Sole	2021-11-16
2021-06-30	$1,778,059	17,352	+0.4%	Shares	Sole	2021-08-16
2021-03-31	$1,573,934	17,277	+62.2%	Shares	Sole	2021-05-17
2020-12-31	$831,601	10,652	-7.5%	Shares	Sole	2021-02-16
2020-09-30	$731,432	11,515	+28.7%	Shares	Sole	2020-11-17
2020-06-30	$544,689	8,944	-60.6%	Shares	Sole	2020-08-14
2020-03-31	$1,183,838	22,705	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.