Heritage Trust Co

Bank

Position in PRU — Prudential Financial Inc

CIK 1706028 OKLAHOMA CITY, OK

Position in PRU

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,174,357

+$210,593 QoQ

Shares Held

20,146

+0.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#372

of 1,403 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Heritage Trust Co holds $7,189,121 across 3 Insurance - Life names. PRU ranks #3 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	31,824	$2,692,628
2	AFL	Aflac Inc	19,805	$2,322,136
3	PRU	Prudential Financial Inc This page	20,146	$2,174,357

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,174,357	20,146	+0.2%	Shares	Sole	2026-08-06
2026-03-31	$1,963,764	20,102	0.0%	Shares	Sole	2026-05-13
2025-12-31	$2,269,113	20,102	-0.8%	Shares	Sole	2026-02-10
2025-09-30	$2,102,291	20,265	-0.0%	Shares	Sole	2025-11-12
2025-06-30	$2,178,346	20,275	+139.4%	Shares	Sole	2025-08-12
2025-03-31	$945,817	8,469	+64.4%	Shares	Sole	2025-05-09
2024-12-31	$610,785	5,153	-1.9%	Shares	Sole	2025-02-13
2024-06-30	$615,364	5,251	+0.2%	Shares	Sole	2024-08-12
2024-03-31	$615,058	5,239	0.0%	Shares	Sole	2024-05-10
2023-12-31	$543,336	5,239	-2.5%	Shares	Sole	2024-02-09
2023-09-30	$509,938	5,374	-1.4%	Shares	Sole	2023-11-08
2023-06-30	$480,622	5,448	-0.1%	Shares	Sole	2023-08-11
2023-03-31	$451,429	5,456	0.0%	Shares	Sole	2023-05-12
2022-12-31	$542,653	5,456	-2.0%	Shares	Sole	2023-02-10
2022-09-30	$477,365	5,565	+0.6%	Shares	Sole	2022-11-10
2022-06-30	$529,397	5,533	0.0%	Shares	Sole	2022-08-11
2022-03-31	$653,834	5,533	-0.5%	Shares	Sole	2022-05-11
2021-12-31	$601,706	5,559	-2.5%	Shares	Sole	2022-02-09
2021-09-30	$599,640	5,700	-0.5%	Shares	Sole	2021-11-09
2021-06-30	$586,948	5,728	-1.4%	Shares	Sole	2021-08-09
2021-03-31	$529,473	5,812	0.0%	Shares	Sole	2021-05-12
2020-12-31	$453,742	5,812	-20.5%	Shares	Sole	2021-02-11
2020-09-30	$464,394	7,311	-0.9%	Shares	Other	2020-11-13
2020-06-30	$449,320	7,378	-4.3%	Shares	Other	2020-08-04
2020-03-31	$402,155	7,713	—	Shares	Other	2020-05-11
No filing history on record for this holder in this stock.