Jacobi Capital Management LLC

Position in PRU — Prudential Financial Inc

CIK 1689646 PITTSTON, PA

Position in PRU

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,413,667

+$172,028 QoQ

Shares Held

13,098

+3.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#445

of 1,403 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Jacobi Capital Management LLC holds $9,658,872 across 5 Insurance - Life names. PRU ranks #3 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	48,642	$5,703,274
2	MET	Metlife Inc	18,704	$1,582,545
3	PRU	Prudential Financial Inc This page	13,098	$1,413,667
4	LNC	Lincoln National Corp	16,179	$571,927
5	UNM	Unum Group	4,334	$387,459

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,413,667	13,098	+3.1%	Shares	Sole	2026-07-31
2026-03-31	$1,241,639	12,710	+3.9%	Shares	Sole	2026-05-14
2025-12-31	$1,380,635	12,231	-0.9%	Shares	Sole	2026-02-13
2025-09-30	$1,280,981	12,348	+0.8%	Shares	Sole	2025-11-07
2025-06-30	$1,315,925	12,248	+7.4%	Shares	Sole	2025-08-12
2025-03-31	$1,274,157	11,409	+4.1%	Shares	Sole	2025-05-27
2024-12-31	$1,299,088	10,960	-5.1%	Shares	Sole	2025-02-05
2024-09-30	$1,398,583	11,549	+2.8%	Shares	Sole	2024-11-14
2024-06-30	$1,316,043	11,230	-0.3%	Shares	Sole	2024-08-09
2024-03-31	$1,321,806	11,259	-6.1%	Shares	Sole	2024-05-10
2023-12-31	$1,243,068	11,986	-0.2%	Shares	Sole	2024-02-14
2023-09-30	$1,139,818	12,012	+4.0%	Shares	Sole	2023-11-13
2023-06-30	$1,018,499	11,545	+0.7%	Shares	Sole	2023-08-08
2023-03-31	$948,448	11,463	-4.5%	Shares	Sole	2023-05-05
2022-12-31	$1,193,917	12,004	-20.0%	Shares	Sole	2023-02-13
2022-09-30	$1,286,785	15,001	+9.5%	Shares	Sole	2022-11-09
2022-06-30	$1,311,198	13,704	+9.0%	Shares	Sole	2022-08-05
2022-03-31	$1,485,869	12,574	+7.3%	Shares	Sole	2022-05-06
2021-12-31	$1,268,572	11,720	+26.8%	Shares	Sole	2022-02-14
2021-09-30	$972,048	9,240	+3.6%	Shares	Sole	2021-11-15
2021-06-30	$914,237	8,922	-12.8%	Shares	Sole	2021-08-12
2021-03-31	$931,588	10,226	-21.6%	Shares	Sole	2021-05-11
2020-12-31	$1,018,813	13,050	-4.8%	Shares	Sole	2021-02-08
2020-09-30	$870,859	13,710	+16.1%	Shares	Sole	2020-10-30
2020-06-30	$719,168	11,809	+15.2%	Shares	Sole	2020-08-04
2020-03-31	$534,278	10,247	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.