LEVEL FOUR ADVISORY SERVICES, LLC

Position in PRU — Prudential Financial Inc

CIK 1696715 DALLAS, TX

Position in PRU

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,963,297

+$514,547 QoQ

Shares Held

36,721

+4.0% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#283

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

LEVEL FOUR ADVISORY SERVICES, LLC holds $13,676,599 across 4 Insurance - Life names. PRU ranks #2 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	70,302	$8,242,909
2	PRU	Prudential Financial Inc This page	36,721	$3,963,297
3	MET	Metlife Inc	9,014	$762,674
4	JXN	Jackson Financial Inc.	6,912	$707,719

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,963,297	36,721	+4.0%	Shares	Sole	2026-08-10
2026-03-31	$3,448,750	35,303	+18.7%	Shares	Sole	2026-05-14
2025-12-31	$3,358,180	29,750	+1.0%	Shares	Sole	2026-02-13
2025-09-30	$3,057,010	29,468	+2.0%	Shares	Sole	2025-11-12
2025-06-30	$3,102,544	28,877	+14.6%	Shares	Sole	2025-08-13
2025-03-31	$2,815,117	25,207	+5.2%	Shares	Sole	2025-05-14
2024-12-31	$2,840,689	23,966	-0.9%	Shares	Sole	2025-02-12
2024-09-30	$2,927,834	24,177	-42.8%	Shares	Sole	2024-11-14
2024-06-30	$4,951,980	42,256	+55.0%	Shares	Sole	2024-08-09
2024-03-31	$3,201,380	27,269	+8.8%	Shares	Sole	2024-05-13
2023-12-31	$2,598,142	25,052	-2.2%	Shares	Sole	2024-02-08
2023-09-30	$2,430,607	25,615	-18.6%	Shares	Sole	2023-11-13
2023-06-30	$2,777,783	31,487	+4.9%	Shares	Sole	2023-07-10
2023-03-31	$2,484,020	30,022	+1.0%	Shares	Sole	2023-06-05
2022-12-31	$2,957,144	29,732	-8.4%	Shares	Sole	2023-02-13
2022-09-30	$2,783,217	32,446	+2.0%	Shares	Sole	2022-11-07
2022-06-30	$3,043,676	31,811	+3.2%	Shares	Sole	2022-08-08
2022-03-31	$3,643,181	30,830	+7.7%	Shares	Sole	2022-05-10
2021-12-31	$3,099,777	28,638	+34.7%	Shares	Sole	2022-02-11
2021-09-30	$2,236,236	21,257	-2.2%	Shares	Sole	2021-10-12
2021-06-30	$2,226,263	21,726	+20.2%	Shares	Sole	2021-08-09
2021-03-31	$1,647,088	18,080	+124.3%	Shares	Sole	2021-05-10
2020-12-31	$629,400	8,062	-54.1%	Shares	Sole	2021-02-10
2020-09-30	$1,116,872	17,583	-9.4%	Shares	Sole	2020-11-02
2020-06-30	$1,182,190	19,412	-0.9%	Shares	Sole	2020-08-17
2020-03-31	$1,020,953	19,581	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.