Focus Partners Wealth

Position in PRU — Prudential Financial Inc

CIK 1542153 ST LOUIS, MO

Position in PRU

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$27,887,385

+$14,303,982 QoQ

Shares Held

258,384

+85.8% QoQ

Ownership

0.075%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#90

of 1,410 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Financial Services · as of Jun 30, 2026

Focus Partners Wealth holds $119,588,049 across 12 Insurance - Life names. PRU ranks #2 (23.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MFC	Manulife Financial Corp	750,468	$30,401,458
2	PRU	Prudential Financial Inc This page	258,384	$27,887,385
3	JXN	Jackson Financial Inc.	159,019	$16,281,955
4	LNC	Lincoln National Corp	387,962	$13,714,456
5	AFL	Aflac Inc	104,679	$12,273,612
6	MET	Metlife Inc	116,987	$9,898,270
7	UNM	Unum Group	57,574	$5,147,115
8	PRI	Primerica, Inc.	9,448	$2,685,121

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,887,385	258,384	+85.8%	Shares	Sole	2026-08-12
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	-3.2%	Shares	Sole	2025-05-20
2024-12-31	$2,030,537	17,131	+12.1%	Shares	Sole	2025-05-20
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.