Position in PRU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$63,031
+$901 QoQ
Shares Held
584
-8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,117
of 1,403 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $110,064 across 13 Insurance - Life names. PRU ranks #1 (57.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
This page
|
584 | $63,031 | |
| 2 | MET |
Metlife Inc
|
198 | $16,752 | |
| 3 | AFL |
Aflac Inc
|
98 | $11,490 | |
| 4 | MFC |
Manulife Financial Corp
|
209 | $8,466 | |
| 5 | PUK |
Prudential PLC
|
240 | $6,434 | |
| 6 | GL |
Globe Life Inc.
|
13 | $2,322 | |
| 7 | LNC |
Lincoln National Corp
|
16 | $565 | |
| 8 | UNM |
Unum Group
|
4 | $357 |
All Filings in PRU
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,031 | 584 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $62,130 | 636 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $63,664 | 564 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $62,555 | 603 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $64,141 | 597 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $65,891 | 590 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $70,643 | 596 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $72,538 | 599 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $69,610 | 594 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $69,031 | 588 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $60,359 | 582 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $54,751 | 577 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $50,373 | 571 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $46,665 | 564 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $55,399 | 557 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $47,264 | 551 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $52,145 | 545 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $63,693 | 539 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $57,800 | 534 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $55,756 | 530 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $53,796 | 525 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $47,372 | 520 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $39,659 | 508 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $30,743 | 484 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $29,475 | 484 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $24,818 | 476 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||