NAPLES GLOBAL ADVISORS, LLC

Position in PRU — Prudential Financial Inc

CIK 1582151 NAPLES, FL

Position in PRU

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,935,940

+$220,309 QoQ

Shares Held

17,937

+2.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#397

of 1,403 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NAPLES GLOBAL ADVISORS, LLC holds $13,392,351 across 6 Insurance - Life names. PRU ranks #4 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JXN	Jackson Financial Inc.	39,900	$4,085,361
2	UNM	Unum Group	34,597	$3,092,971
3	LNC	Lincoln National Corp	63,156	$2,232,564
4	PRU	Prudential Financial Inc This page	17,937	$1,935,940
5	AFL	Aflac Inc	15,361	$1,801,077
6	MET	Metlife Inc	2,889	$244,438

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,935,940	17,937	+2.1%	Shares	Sole	2026-07-23
2026-03-31	$1,715,631	17,562	+6.4%	Shares	Sole	2026-04-20
2025-12-31	$1,862,294	16,498	-0.5%	Shares	Sole	2026-02-04
2025-09-30	$1,720,839	16,588	+5.6%	Shares	Sole	2025-10-30
2025-06-30	$1,688,312	15,714	-3.1%	Shares	Sole	2025-07-18
2025-03-31	$1,811,337	16,219	-2.2%	Shares	Sole	2025-04-10
2024-12-31	$1,966,294	16,589	-2.2%	Shares	Sole	2025-01-29
2024-09-30	$2,053,129	16,954	-0.4%	Shares	Sole	2024-10-24
2024-06-30	$1,994,339	17,018	0.0%	Shares	Sole	2024-07-18
2024-03-31	$1,997,913	17,018	+2.3%	Shares	Sole	2024-04-29
2023-12-31	$1,724,489	16,628	+3.5%	Shares	Sole	2024-01-11
2023-09-30	$1,525,166	16,073	-1.6%	Shares	Sole	2023-10-16
2023-06-30	$1,440,897	16,333	+24.1%	Shares	Sole	2023-07-17
2023-03-31	$1,088,692	13,158	+0.5%	Shares	Sole	2023-04-17
2022-12-31	$1,302,130	13,092	-4.5%	Shares	Sole	2023-04-17
2022-09-30	$1,175,357	13,702	+3.1%	Shares	Sole	2022-10-20
2022-06-30	$1,271,300	13,287	-4.8%	Shares	Sole	2022-08-11
2022-03-31	$1,649,535	13,959	+0.1%	Shares	Sole	2022-04-28
2021-12-31	$1,509,298	13,944	-0.8%	Shares	Sole	2022-02-04
2021-09-30	$1,479,006	14,059	+2.6%	Shares	Sole	2021-10-29
2021-06-30	$1,403,736	13,699	-4.0%	Shares	Sole	2021-08-06
2021-03-31	$1,299,450	14,264	0.0%	Shares	Sole	2021-05-10
2020-12-31	$1,113,590	14,264	+0.0%	Shares	Sole	2021-02-08
2020-09-30	$905,858	14,261	+3.2%	Shares	Sole	2020-10-26
2020-06-30	$841,698	13,821	+11.9%	Shares	Sole	2020-08-04
2020-03-31	$643,981	12,351	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.