Gradient Investments LLC

Position in PRU — Prudential Financial Inc

CIK 1542265 ARDEN HILLS, MN

Position in PRU

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$14,447,293

+$1,767,229 QoQ

Shares Held

133,858

+3.1% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#132

of 1,413 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gradient Investments LLC holds $21,850,400 across 4 Insurance - Life names. PRU ranks #1 (66.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc This page	133,858	$14,447,293
2	PUK	Prudential PLC	184,961	$4,958,804
3	UNM	Unum Group	17,893	$1,599,634
4	AFL	Aflac Inc	7,204	$844,669

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,447,293	133,858	+3.1%	Shares	Sole	2026-07-08
2026-03-31	$12,680,064	129,799	+4.2%	Shares	Sole	2026-04-13
2025-12-31	$14,061,687	124,572	-10.7%	Shares	Sole	2026-01-08
2025-09-30	$14,471,730	139,500	+697.7%	Shares	Sole	2025-10-06
2025-06-30	$1,878,910	17,488	+1018.9%	Shares	Sole	2025-07-08
2024-06-30	$183,167	1,563	+188.4%	Shares	Sole	2024-07-18
2024-03-31	$63,630	542	-54.2%	Shares	Sole	2024-04-23
2023-12-31	$122,792	1,184	+1.6%	Shares	Sole	2024-01-18
2023-09-30	$110,546	1,165	+0.3%	Shares	Sole	2023-10-27
2023-06-30	$102,511	1,162	+10.1%	Shares	Sole	2023-07-11
2023-03-31	$87,290	1,055	0.0%	Shares	Sole	2023-04-17
2022-12-31	$104,930	1,055	-9.4%	Shares	Sole	2023-01-10
2022-09-30	$99,933	1,165	+90.4%	Shares	Sole	2022-10-14
2022-06-30	$58,556	612	+25.7%	Shares	Sole	2022-07-11
2022-03-31	$57,548	487	-19.1%	Shares	Sole	2022-05-26
2021-12-31	$65,160	602	+23.6%	Shares	Sole	2022-01-12
2021-09-30	$51,232	487	-8.5%	Shares	Sole	2021-10-18
2021-06-30	$54,514	532	0.0%	Shares	Sole	2021-07-12
2021-03-31	$48,465	532	-20.5%	Shares	Sole	2021-04-21
2020-12-31	$52,228	669	0.0%	Shares	Sole	2021-01-08
2020-09-30	$42,494	669	+0.1%	Shares	Sole	2020-10-06
2020-06-30	$40,681	668	-23.9%	Shares	Sole	2020-07-10
2020-03-31	$45,778	878	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.