Perigon Wealth Management, LLC
Position in PRU — Prudential Financial Inc
CIK 1575239
SAN FRANCISCO, CA
Position in PRU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$846,387
+$174,769 QoQ
Shares Held
7,842
+14.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#556
of 1,403 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $4,208,482 across 7 Insurance - Life names. PRU ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
8,997 | $1,054,898 | |
| 2 | PRU |
Prudential Financial Inc
This page
|
7,842 | $846,387 | |
| 3 | MET |
Metlife Inc
|
9,796 | $828,839 | |
| 4 | GL |
Globe Life Inc.
|
2,816 | $503,162 | |
| 5 | UNM |
Unum Group
|
4,243 | $379,324 | |
| 6 | MFC |
Manulife Financial Corp
|
7,521 | $304,675 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
5,712 | $291,197 |
All Filings in PRU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $846,387 | 7,842 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $671,618 | 6,875 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $780,565 | 6,915 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $697,858 | 6,727 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $690,516 | 6,427 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,667,888 | 41,797 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $646,581 | 5,455 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $630,446 | 5,206 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $594,504 | 5,073 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $863,477 | 7,355 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $442,841 | 4,270 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $404,800 | 4,266 | Shares | Sole | 2023-10-30 | |
| 2023-03-31 | $372,826 | 4,506 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $480,391 | 4,830 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $220,626 | 2,572 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $270,391 | 2,826 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $210,697 | 1,783 | Shares | Sole | 2022-05-16 | |
| 2020-12-31 | $108,985 | 1,396 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||