Waverly Advisors, LLC

Position in PRU — Prudential Financial Inc

CIK 1568787 BIRMINGHAM, AL

Position in PRU

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$819,296

+$269,595 QoQ

Shares Held

7,591

+34.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#567

of 1,403 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

Waverly Advisors, LLC holds $13,948,069 across 6 Insurance - Life names. PRU ranks #5 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	62,853	$5,317,992
2	MFC	Manulife Financial Corp	93,071	$3,770,306
3	AFL	Aflac Inc	19,213	$2,252,724
4	GL	Globe Life Inc.	8,028	$1,434,443
5	PRU	Prudential Financial Inc This page	7,591	$819,296
6	UNM	Unum Group	3,952	$353,308

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$819,296	7,591	+34.9%	Shares	Sole	2026-08-14
2026-03-31	$549,701	5,627	+7.1%	Shares	Sole	2026-05-15
2025-12-31	$593,184	5,255	+0.3%	Shares	Sole	2026-02-17
2025-09-30	$543,390	5,238	+20.1%	Shares	Sole	2025-11-14
2025-06-30	$468,545	4,361	+5.8%	Shares	Sole	2025-08-14
2025-03-31	$460,233	4,121	+5.4%	Shares	Sole	2025-05-15
2024-12-31	$463,333	3,909	+99.8%	Shares	Sole	2025-02-14
2024-09-30	$236,871	1,956	+4.8%	Shares	Sole	2024-11-14
2024-06-30	$218,676	1,866	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.