Creative Planning

Position in PRU — Prudential Financial Inc

CIK 1540235 OVERLAND PARK, KS

Position in PRU

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

Position Value

$12,472,390

+$2,359,327 QoQ

Shares Held

115,560

+11.6% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#146

of 1,410 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Creative Planning holds $154,007,713 across 15 Insurance - Life names. PRU ranks #6 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	305,002	$35,761,483
2	MET	Metlife Inc	319,242	$27,011,065
3	MFC	Manulife Financial Corp	582,389	$23,592,577
4	UNM	Unum Group	204,086	$18,245,287
5	GL	Globe Life Inc.	83,207	$14,867,426
6	PRU	Prudential Financial Inc This page	115,560	$12,472,390
7	CNO	CNO Financial Group, Inc.	128,709	$6,561,584
8	PUK	Prudential PLC	209,476	$5,616,051

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,472,390	115,560	+11.6%	Shares	Defined	2026-08-13
2026-03-31	$10,113,063	103,522	+56.6%	Shares	Defined	2026-05-12
2025-12-31	$7,461,932	66,105	+2.5%	Shares	Defined	2026-02-17
2025-09-30	$6,690,918	64,497	-6.0%	Shares	Sole	2025-11-14
2025-06-30	$7,375,540	68,648	-13.0%	Shares	Sole	2025-08-08
2025-03-31	$8,809,316	78,880	-7.1%	Shares	Sole	2025-05-15
2024-12-31	$10,066,515	84,928	-8.1%	Shares	Defined	2025-02-14
2024-09-30	$11,197,147	92,462	-2.9%	Shares	Defined	2024-10-11
2024-06-30	$11,158,123	95,214	+11.6%	Shares	Defined	2024-08-15
2024-03-31	$10,017,155	85,325	+1.6%	Shares	Defined	2024-05-13
2023-12-31	$8,708,009	83,965	-29.7%	Shares	Defined	2024-02-14
2023-09-30	$11,340,967	119,517	-48.6%	Shares	Defined	2023-11-16
2023-06-30	$20,510,973	232,498	+0.3%	Shares	Sole	2023-07-21
2023-03-31	$19,177,807	231,784	-0.4%	Shares	Sole	2023-05-15
2022-12-31	$23,141,656	232,673	+7.7%	Shares	Sole	2023-02-10
2022-09-30	$18,523,247	215,939	+0.1%	Shares	Sole	2022-11-03
2022-06-30	$20,633,487	215,651	-1.5%	Shares	Sole	2022-08-15
2022-03-31	$25,879,702	219,004	+555.5%	Shares	Sole	2022-05-16
2021-12-31	$3,616,406	33,411	-0.2%	Shares	Sole	2022-02-11
2021-09-30	$3,521,780	33,477	-15.6%	Shares	Sole	2021-11-10
2021-06-30	$4,062,217	39,643	+12.4%	Shares	Sole	2021-08-04
2021-03-31	$3,212,277	35,261	+2.0%	Shares	Sole	2021-04-30
2020-12-31	$2,699,426	34,577	+2.3%	Shares	Sole	2021-01-29
2020-09-30	$2,146,467	33,792	+3.9%	Shares	Sole	2020-11-05
2020-06-30	$1,980,224	32,516	+7.5%	Shares	Sole	2020-07-23
2020-03-31	$1,577,130	30,248	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.