Aptus Capital Advisors, LLC

Position in PRU — Prudential Financial Inc

CIK 1664193 FAIRHOPE, AL

Position in PRU

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$658,048

+$88,517 QoQ

Shares Held

6,097

+4.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#629

of 1,413 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 51% Shared 0% None 49%

Financial Services · as of Jun 30, 2026

Aptus Capital Advisors, LLC holds $20,793,747 across 6 Insurance - Life names. PRU ranks #5 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRI	Primerica, Inc.	52,406	$14,893,785
2	AFL	Aflac Inc	23,034	$2,700,736
3	GL	Globe Life Inc.	8,047	$1,437,837
4	MET	Metlife Inc	10,080	$852,868
5	PRU	Prudential Financial Inc This page	6,097	$658,048
6	MFC	Manulife Financial Corp	6,183	$250,473

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$658,048	6,097	+4.6%	Shares	Sole	2026-08-12
2026-03-31	$569,531	5,830	-24.2%	Shares	Other	2026-05-11
2025-12-31	$868,610	7,695	-4.1%	Shares	Sole	2026-02-13
2025-09-30	$832,305	8,023	+9.6%	Shares	Sole	2025-11-12
2025-06-30	$786,567	7,321	+0.2%	Shares	Sole	2025-08-11
2025-03-31	$815,933	7,306	+4.8%	Shares	Sole	2025-05-13
2024-12-31	$826,153	6,970	+26.1%	Shares	Sole	2025-02-14
2024-09-30	$669,318	5,527	+5.2%	Shares	Sole	2024-11-05
2024-06-30	$615,480	5,252	+5.0%	Shares	Sole	2024-07-31
2024-03-31	$587,234	5,002	+21.2%	Shares	Sole	2024-05-15
2023-12-31	$428,114	4,128	+13.1%	Shares	Sole	2024-02-13
2023-09-30	$346,253	3,649	+7.3%	Shares	Other	2023-11-08
2023-06-30	$300,124	3,402	+18.4%	Shares	Sole	2023-08-11
2023-03-31	$237,711	2,873	-26.0%	Shares	Sole	2023-05-09
2022-12-31	$386,004	3,881	+0.1%	Shares	Sole	2023-02-13
2022-09-30	$332,654	3,878	+55.9%	Shares	Sole	2022-11-02
2022-03-31	$294,006	2,488	—	Shares	Sole	2022-05-04
No filing history on record for this holder in this stock.