SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in PRU — Prudential Financial Inc

CIK 1531593 NEW YORK, NY

Position in PRU

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$8,634

+$3,066 QoQ

Shares Held

+40.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,300

of 1,403 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $387,571 across 6 Insurance - Life names. PRU ranks #6 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRI	Primerica, Inc.	620	$176,204
2	LNC	Lincoln National Corp	3,300	$116,655
3	GL	Globe Life Inc.	353	$63,074
4	AFL	Aflac Inc	106	$12,428
5	MET	Metlife Inc	125	$10,576
6	PRU	Prudential Financial Inc This page	80	$8,634

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,634	80	+40.4%	Shares	Sole	2026-08-03
2026-03-31	$5,568	57	-89.0%	Shares	Sole	2026-04-30
2025-12-31	$58,584	519	-74.2%	Shares	Sole	2026-02-17
2025-09-30	$208,309	2,008	+740.2%	Shares	Sole	2025-11-13
2025-06-30	$25,678	239	+139.0%	Shares	Sole	2025-08-12
2024-09-30	$12,110	100	0.0%	Shares	Sole	2024-11-07
2024-06-30	$11,719	100	-50.0%	Shares	Sole	2024-07-26
2023-09-30	$18,978	200	-91.2%	Shares	Sole	2023-11-13
2023-06-30	$200,965	2,278	-9.7%	Shares	Sole	2023-08-14
2023-03-31	$208,670	2,522	-53.1%	Shares	Sole	2023-05-12
2022-12-31	$534,398	5,373	-73.2%	Shares	Sole	2023-02-13
2022-09-30	$1,718,688	20,036	+98.7%	Shares	Sole	2022-11-02
2022-06-30	$964,837	10,084	+5.5%	Shares	Sole	2022-08-02
2022-03-31	$1,129,114	9,555	-24.4%	Shares	Sole	2022-05-11
2021-12-31	$1,368,153	12,640	+57.1%	Shares	Sole	2022-01-18
2021-06-30	$824,268	8,044	+151.4%	Shares	Sole	2021-07-19
2021-03-31	$291,520	3,200	-49.2%	Shares	Sole	2021-04-14
2020-12-31	$491,841	6,300	—	Shares	Sole	2021-02-25
No filing history on record for this holder in this stock.