BFSG, LLC

Position in PRU — Prudential Financial Inc

CIK 1706836 IRVINE, CA

Position in PRU

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,353,708

+$285,656 QoQ

Shares Held

31,073

-1.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#308

of 1,403 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BFSG, LLC holds $3,963,662 across 5 Insurance - Life names. PRU ranks #1 (84.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc This page	31,073	$3,353,708
2	AFL	Aflac Inc	2,520	$295,470
3	MET	Metlife Inc	2,729	$230,900
4	MFC	Manulife Financial Corp	2,062	$83,531
5	FG	F&G Annuities & Life, Inc.	2	$53

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,353,708	31,073	-1.1%	Shares	Sole	2026-07-20
2026-03-31	$3,068,052	31,406	+10.0%	Shares	Sole	2026-04-29
2025-12-31	$3,221,482	28,539	-25.5%	Shares	Sole	2026-01-22
2025-09-30	$3,971,893	38,287	+4.2%	Shares	Sole	2025-10-29
2025-06-30	$3,946,700	36,734	+4.5%	Shares	Sole	2025-07-15
2025-03-31	$3,924,993	35,145	+0.2%	Shares	Sole	2025-04-18
2024-12-31	$4,159,217	35,090	+1.8%	Shares	Sole	2025-01-31
2024-09-30	$4,174,559	34,472	+1.2%	Shares	Sole	2024-10-16
2024-06-30	$3,993,249	34,075	+1.0%	Shares	Sole	2024-07-29
2024-03-31	$3,960,019	33,731	+3777.1%	Shares	Sole	2024-04-23
2023-12-31	$90,227	870	—	Shares	Sole	2024-04-23
No filing history on record for this holder in this stock.