Chicago Partners Investment Group LLC

Position in PRU — Prudential Financial Inc

CIK 1563525 CHICAGO, IL

Position in PRU

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

Position Value

$865,814

+$347,960 QoQ

Shares Held

8,022

+51.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#553

of 1,403 holders

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Chicago Partners Investment Group LLC holds $5,679,249 across 7 Insurance - Life names. PRU ranks #3 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNM	Unum Group	15,711	$1,404,563
2	MET	Metlife Inc	12,721	$1,076,323
3	PRU	Prudential Financial Inc This page	8,022	$865,814
4	GL	Globe Life Inc.	4,732	$845,513
5	AFL	Aflac Inc	4,645	$544,626
6	PRI	Primerica, Inc.	1,728	$491,097
7	LNC	Lincoln National Corp	12,767	$451,313

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$865,814	8,022	+51.3%	Shares	Sole	2026-07-30
2026-03-31	$517,854	5,301	+116.0%	Shares	Sole	2026-05-04
2025-12-31	$277,007	2,454	+8.2%	Shares	Sole	2026-01-28
2025-09-30	$235,282	2,268	+7.2%	Shares	Sole	2025-10-30
2025-06-30	$227,235	2,115	-46.6%	Shares	Sole	2025-07-29
2024-06-30	$464,072	3,960	+1.1%	Shares	Sole	2024-07-31
2024-03-31	$459,855	3,917	+2.5%	Shares	Sole	2024-04-25
2023-12-31	$396,379	3,822	+1.1%	Shares	Sole	2024-02-23
2023-09-30	$358,684	3,780	-2.1%	Shares	Sole	2023-10-26
2023-06-30	$340,617	3,861	+2.3%	Shares	Sole	2023-08-08
2023-03-31	$312,178	3,773	—	Shares	Sole	2023-04-26
No filing history on record for this holder in this stock.