Moisand Fitzgerald Tamayo, LLC

Position in PRU — Prudential Financial Inc

CIK 1649107 ORLANDO, FL

Position in PRU

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$57,526

+$5,458 QoQ

Shares Held

533

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,122

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

Moisand Fitzgerald Tamayo, LLC holds $128,666 across 6 Insurance - Life names. PRU ranks #1 (44.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc This page	533	$57,526
2	AFL	Aflac Inc	322	$37,754
3	MET	Metlife Inc	241	$20,391
4	CNO	CNO Financial Group, Inc.	160	$8,156
5	GL	Globe Life Inc.	20	$3,573
6	BHF	Brighthouse Financial, Inc.	20	$1,266

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$57,526	533	0.0%	Shares	Sole	2026-07-13
2026-03-31	$52,068	533	0.0%	Shares	Sole	2026-04-14
2025-12-31	$60,165	533	-17.0%	Shares	Sole	2026-01-14
2025-09-30	$66,601	642	+20.5%	Shares	Sole	2025-10-23
2025-06-30	$57,265	533	0.0%	Shares	Sole	2025-07-16
2025-03-31	$59,525	533	-6.8%	Shares	Sole	2025-04-22
2024-12-31	$67,799	572	+7.3%	Shares	Sole	2025-02-04
2024-09-30	$64,546	533	0.0%	Shares	Sole	2024-10-09
2024-06-30	$62,462	533	-40.0%	Shares	Sole	2024-07-31
2024-03-31	$104,368	889	+3.9%	Shares	Sole	2024-04-16
2023-12-31	$88,775	856	-0.9%	Shares	Sole	2024-01-18
2023-09-30	$81,984	864	0.0%	Shares	Sole	2023-10-20
2023-06-30	$76,222	864	0.0%	Shares	Sole	2023-07-12
2023-03-31	$71,487	864	0.0%	Shares	Sole	2023-05-05
2022-12-31	$85,933	864	+27.2%	Shares	Sole	2023-01-23
2022-09-30	$58,244	679	+33.9%	Shares	Sole	2022-10-26
2022-06-30	$48,509	507	+585.1%	Shares	Sole	2022-08-01
2022-03-31	$8,744	74	-85.4%	Shares	Sole	2022-04-29
2021-12-31	$54,877	507	0.0%	Shares	Sole	2022-02-03
2021-09-30	$53,336	507	0.0%	Shares	Sole	2021-11-01
2021-06-30	$51,952	507	0.0%	Shares	Sole	2021-08-03
2021-03-31	$46,187	507	+235.8%	Shares	Sole	2021-05-03
2020-12-31	$11,788	151	0.0%	Shares	Sole	2021-02-02
2020-09-30	$9,591	151	+25.8%	Shares	Sole	2020-11-02
2020-06-30	$7,308	120	+30.4%	Shares	Sole	2020-08-07
2020-03-31	$4,796	92	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.