Perpetual Ltd

Position in PRU — Prudential Financial Inc

CIK 1647273 SYDNEY, NEW SOUTH WALES, C3

Position in PRU

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$942,875

+$94,634 QoQ

Shares Held

8,736

+0.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#533

of 1,402 holders

Holding Since

Jun 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Perpetual Ltd holds $3,088,312 across 3 Insurance - Life names. PRU ranks #2 (30.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	20,350	$1,721,813
2	PRU	Prudential Financial Inc This page	8,736	$942,875
3	AFL	Aflac Inc	3,613	$423,624

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$942,875	8,736	+0.6%	Shares	Sole	2026-07-15
2026-03-31	$848,241	8,683	+109.3%	Shares	Sole	2026-04-14
2025-12-31	$468,225	4,148	+59.5%	Shares	Sole	2026-01-20
2025-06-30	$279,344	2,600	0.0%	Shares	Sole	2025-07-11
2025-03-31	$290,368	2,600	0.0%	Shares	Sole	2025-04-24
2024-12-31	$308,178	2,600	-56.9%	Shares	Sole	2025-01-17
2024-09-30	$730,354	6,031	-26.1%	Shares	Sole	2024-10-09
2024-06-30	$956,270	8,160	+213.8%	Shares	Sole	2024-07-30
2024-03-31	$305,240	2,600	0.0%	Shares	Sole	2024-04-16
2023-12-31	$269,646	2,600	-22.6%	Shares	Sole	2024-02-15
2023-09-30	$318,640	3,358	+29.2%	Shares	Sole	2023-10-10
2023-06-30	$229,372	2,600	0.0%	Shares	Sole	2023-07-13
2023-03-31	$215,124	2,600	0.0%	Shares	Sole	2023-05-08
2020-09-30	$165,152	2,600	0.0%	Shares	Sole	2020-12-08
2020-06-30	$158,340	2,600	—	Shares	Sole	2020-12-08
No filing history on record for this holder in this stock.