Position in PRU
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,703,970
+$372,013 QoQ
Shares Held
25,053
+5.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#335
of 1,403 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $21,490,146 across 12 Insurance - Life names. PRU ranks #5 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
|
29,470 | $5,265,699 | |
| 2 | UNM |
Unum Group
|
35,364 | $3,161,541 | |
| 3 | AFL |
Aflac Inc
|
26,245 | $3,077,226 | |
| 4 | MFC |
Manulife Financial Corp
|
66,838 | $2,707,607 | |
| 5 | PRU |
Prudential Financial Inc
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|
25,053 | $2,703,970 | |
| 6 | MET |
Metlife Inc
|
26,574 | $2,248,426 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
18,699 | $953,275 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
7,241 | $458,355 |
All Filings in PRU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,703,970 | 25,053 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,331,957 | 23,871 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,727,632 | 24,164 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,190,470 | 21,115 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,095,135 | 10,193 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,119,703 | 10,026 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,237,690 | 10,442 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $966,499 | 7,981 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $885,253 | 7,554 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $874,512 | 7,449 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $762,787 | 7,355 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $392,370 | 4,135 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $359,937 | 4,080 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $345,935 | 4,181 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $333,887 | 3,357 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $234,449 | 1,984 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $338,574 | 3,128 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $258,531 | 2,523 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||