OneDigital Investment Advisors LLC

Position in PRU — Prudential Financial Inc

CIK 1690370 OVERLAND PARK, KS

Position in PRU

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,137,798

+$218,926 QoQ

Shares Held

10,542

+12.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#495

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

OneDigital Investment Advisors LLC holds $6,534,826 across 6 Insurance - Life names. PRU ranks #3 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	21,093	$2,473,154
2	PRI	Primerica, Inc.	6,283	$1,785,628
3	PRU	Prudential Financial Inc This page	10,542	$1,137,798
4	MET	Metlife Inc	6,351	$537,358
5	MFC	Manulife Financial Corp	9,682	$392,217
6	LNC	Lincoln National Corp	5,903	$208,671

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,137,798	10,542	+12.1%	Shares	Sole	2026-08-07
2026-03-31	$918,872	9,406	-11.8%	Shares	Sole	2026-05-08
2025-12-31	$1,203,639	10,663	+1.7%	Shares	Sole	2026-02-13
2025-09-30	$1,087,195	10,480	-2.9%	Shares	Sole	2025-11-10
2025-06-30	$1,159,062	10,788	-2.8%	Shares	Sole	2025-08-07
2025-03-31	$1,239,424	11,098	-8.7%	Shares	Sole	2025-04-29
2024-12-31	$1,441,206	12,159	-3.8%	Shares	Sole	2025-02-13
2024-09-30	$1,530,098	12,635	-0.7%	Shares	Sole	2024-11-06
2024-06-30	$1,491,008	12,723	+10.2%	Shares	Sole	2024-08-02
2024-03-31	$1,355,500	11,546	+1.4%	Shares	Sole	2024-05-10
2023-12-31	$1,181,256	11,390	-6.2%	Shares	Sole	2024-02-13
2023-09-30	$1,151,869	12,139	+9.1%	Shares	Sole	2023-11-14
2023-06-30	$981,800	11,129	+0.4%	Shares	Sole	2023-08-07
2023-03-31	$917,255	11,086	+2.5%	Shares	Sole	2023-05-10
2022-12-31	$1,075,759	10,816	+11.9%	Shares	Sole	2023-02-02
2022-09-30	$828,892	9,663	+4.3%	Shares	Sole	2022-11-08
2022-06-30	$886,857	9,269	+21.2%	Shares	Sole	2022-08-08
2022-03-31	$904,000	7,650	+11.1%	Shares	Sole	2022-05-05
2021-12-31	$745,340	6,886	+2.9%	Shares	Sole	2022-02-23
2021-09-30	$703,788	6,690	+1.8%	Shares	Sole	2021-11-05
2021-06-30	$673,125	6,569	+0.1%	Shares	Sole	2021-08-09
2021-03-31	$597,798	6,562	+12.6%	Shares	Sole	2021-05-10
2020-12-31	$455,148	5,830	-2.2%	Shares	Sole	2021-02-08
2020-09-30	$378,642	5,961	-1.5%	Shares	Sole	2020-10-09
2020-06-30	$368,688	6,054	+6.8%	Shares	Sole	2020-08-14
2020-03-31	$295,685	5,671	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.