Position in PRU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,093,222
+$231,011 QoQ
Shares Held
10,129
+14.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#505
of 1,403 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $10,338,507 across 11 Insurance - Life names. PRU ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
23,428 | $2,746,933 | |
| 2 | MET |
Metlife Inc
|
21,942 | $1,856,512 | |
| 3 | PRU |
Prudential Financial Inc
This page
|
10,129 | $1,093,222 | |
| 4 | MFC |
Manulife Financial Corp
|
20,267 | $821,016 | |
| 5 | UNM |
Unum Group
|
8,606 | $769,376 | |
| 6 | JXN |
Jackson Financial Inc.
|
6,974 | $714,067 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
12,406 | $632,457 | |
| 8 | SNFCA |
Security National Financial Corp
|
67,087 | $619,115 |
All Filings in PRU
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,093,222 | 10,129 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $862,211 | 8,826 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,153,746 | 10,221 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,311,412 | 12,206 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,238,307 | 11,088 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $905,806 | 7,642 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $821,905 | 6,787 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $742,867 | 6,339 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $631,142 | 5,376 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $551,944 | 5,322 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $570,383 | 6,011 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $92,101 | 1,044 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $268,905 | 3,250 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $797,669 | 8,020 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $555,613 | 5,807 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $517,584 | 4,380 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $491,842 | 4,544 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $441,314 | 4,195 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $376,064 | 3,670 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $313,201 | 3,438 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $213,521 | 2,735 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||