Plancorp, LLC

Position in PRU — Prudential Financial Inc

CIK 1599579 SAINT LOUIS, MO

Position in PRU

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

Position Value

$234,855

-$23,730 QoQ

Shares Held

2,176

-17.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#947

of 1,403 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Plancorp, LLC holds $690,449 across 3 Insurance - Life names. PRU ranks #2 (34.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNM	Unum Group	2,711	$242,363
2	PRU	Prudential Financial Inc This page	2,176	$234,855
3	LNC	Lincoln National Corp	6,032	$213,231

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$234,855	2,176	-17.8%	Shares	Sole	2026-07-14
2026-03-31	$258,585	2,647	-7.7%	Shares	Sole	2026-04-14
2025-12-31	$323,626	2,867	+10.5%	Shares	Sole	2026-02-05
2025-09-30	$269,101	2,594	+0.5%	Shares	Sole	2025-10-15
2025-06-30	$277,302	2,581	+0.5%	Shares	Sole	2025-07-16
2025-03-31	$286,682	2,567	+2.0%	Shares	Sole	2025-05-15
2024-12-31	$298,340	2,517	+0.3%	Shares	Sole	2025-02-11
2024-09-30	$303,839	2,509	+0.6%	Shares	Sole	2024-11-12
2024-06-30	$292,271	2,494	+1.4%	Shares	Sole	2024-08-09
2024-03-31	$288,686	2,459	+0.9%	Shares	Sole	2024-05-15
2023-12-31	$252,637	2,436	+2.9%	Shares	Sole	2024-02-09
2023-09-30	$224,699	2,368	+2.9%	Shares	Sole	2023-11-08
2023-06-30	$202,994	2,301	-1.9%	Shares	Sole	2023-07-26
2022-12-31	$233,233	2,345	+0.0%	Shares	Sole	2023-02-14
2022-09-30	$201,068	2,344	-5.9%	Shares	Sole	2022-11-10
2022-06-30	$238,338	2,491	-2.0%	Shares	Sole	2022-08-04
2022-03-31	$300,506	2,543	+2.3%	Shares	Sole	2022-05-13
2021-12-31	$269,084	2,486	+1.8%	Shares	Sole	2022-02-11
2021-09-30	$256,793	2,441	+6.4%	Shares	Sole	2021-11-15
2021-06-30	$235,168	2,295	0.0%	Shares	Sole	2021-08-13
2021-03-31	$209,074	2,295	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.