Position in PRU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$37,475,959
+$11,751,571 QoQ
Shares Held
347,225
+31.9% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#71
of 1,411 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026AE Wealth Management LLC holds $67,556,856 across 9 Insurance - Life names. PRU ranks #1 (55.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
This page
|
347,225 | $37,475,959 | |
| 2 | MET |
Metlife Inc
|
298,823 | $25,283,381 | |
| 3 | AFL |
Aflac Inc
|
16,789 | $1,968,494 | |
| 4 | UNM |
Unum Group
|
11,021 | $985,266 | |
| 5 | LNC |
Lincoln National Corp
|
23,711 | $838,172 | |
| 6 | JXN |
Jackson Financial Inc.
|
3,771 | $386,092 | |
| 7 | GL |
Globe Life Inc.
|
1,377 | $246,036 | |
| 8 | MFC |
Manulife Financial Corp
|
5,963 | $241,558 |
All Filings in PRU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,475,959 | 347,225 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $25,724,388 | 263,327 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $27,296,503 | 241,819 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $23,724,897 | 228,696 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $22,970,109 | 213,795 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $18,342,860 | 164,245 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $18,541,036 | 156,425 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $18,363,473 | 151,639 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $18,268,621 | 155,889 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $19,289,752 | 164,308 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $23,118,514 | 222,915 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $24,471,656 | 257,895 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $20,233,433 | 229,352 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $17,270,568 | 208,733 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $21,821,921 | 219,404 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $15,429,763 | 179,876 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $14,192,023 | 148,328 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $11,278,144 | 95,440 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $9,213,821 | 85,124 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $8,237,054 | 78,299 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $6,867,129 | 67,016 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,741,477 | 41,070 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,664,841 | 34,134 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,619,251 | 25,492 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,319,620 | 38,089 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,670,826 | 32,045 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||