Proficio Capital Partners LLC

Position in PRU — Prudential Financial Inc

CIK 1654175 NEWTON, MA

Position in PRU

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$201,073

-$4,194 QoQ

Shares Held

1,863

+1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,012

of 1,403 holders

Holding Since

Sep 2021

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Proficio Capital Partners LLC holds $1,705,498 across 5 Insurance - Life names. PRU ranks #5 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GL	Globe Life Inc.	4,112	$734,732
2	MET	Metlife Inc	3,209	$271,513
3	UNM	Unum Group	2,977	$266,143
4	AFL	Aflac Inc	1,979	$232,037
5	PRU	Prudential Financial Inc This page	1,863	$201,073

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$201,073	1,863	+1.4%	Shares	Sole	2026-08-17
2025-03-31	$205,267	1,838	-13.9%	Shares	Sole	2025-05-06
2024-12-31	$253,061	2,135	+16.9%	Shares	Sole	2025-02-06
2024-06-30	$214,106	1,827	+2.8%	Shares	Sole	2024-07-25
2024-03-31	$208,737	1,778	-11.2%	Shares	Sole	2024-05-02
2021-12-31	$216,804	2,003	-3.0%	Shares	Sole	2022-02-11
2021-09-30	$217,343	2,066	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.