Focus Partners Wealth

Position in PRU — Prudential Financial Inc

CIK 1542153 ST LOUIS, MO

Position in PRU

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$13,583,403

-$880,701 QoQ

Shares Held

139,046

+8.5% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 33.44618674269423.ToString("F0")% Shared 0.08361204013377926.ToString("F0")% None 66.470201217172.ToString("F0")%

Financial Services · as of Mar 31, 2026

Focus Partners Wealth holds $103,708,278 across 10 Insurance - Life names. PRU ranks #4 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MFC	Manulife Financial Corp	815,597	$28,089,160
2	JXN	Jackson Financial Inc.	159,100	$16,820,052
3	MET	Metlife Inc	211,981	$14,991,296
4	PRU	Prudential Financial Inc This page	139,046	$13,583,403
5	LNC	Lincoln National Corp	366,763	$13,020,086
6	AFL	Aflac Inc	99,480	$10,913,950
7	UNM	Unum Group	45,144	$3,296,866
8	PRI	Primerica, Inc.	7,079	$1,773,147

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,583,403	139,046	+8.5%	Shares	Sole	2026-05-15
2025-12-31	$14,464,104	128,137	+568.1%	Shares	Sole	2026-02-13
2025-09-30	$1,989,525	19,178	+13.3%	Shares	Sole	2025-11-14
2025-06-30	$1,819,066	16,931	+2.1%	Shares	Sole	2025-08-14
2025-03-31	$1,852,659	16,589	-9.8%	Shares	Sole	2025-05-20
2024-12-31	$2,180,477	18,396	+20.4%	Shares	Sole	2025-05-29
2024-09-30	$1,851,013	15,285	+2.4%	Shares	Sole	2024-11-14
2024-06-30	$1,748,942	14,924	+122.8%	Shares	Sole	2024-08-15
2024-03-31	$786,462	6,699	+15.0%	Shares	Sole	2024-05-16
2023-12-31	$604,110	5,825	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.