Belpointe Asset Management LLC

Position in PRU — Prudential Financial Inc

CIK 1721242 RENO, NV

Position in PRU

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$756,373

-$272,400 QoQ

Shares Held

7,008

-33.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#591

of 1,403 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Belpointe Asset Management LLC holds $1,567,885 across 3 Insurance - Life names. PRU ranks #1 (48.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc This page	7,008	$756,373
2	AFL	Aflac Inc	4,757	$557,758
3	MFC	Manulife Financial Corp	6,264	$253,754

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$756,373	7,008	-33.5%	Shares	Sole	2026-07-31
2026-03-31	$1,028,773	10,531	+5.2%	Shares	Sole	2026-04-28
2025-12-31	$1,129,928	10,010	+2.3%	Shares	Sole	2026-01-27
2025-09-30	$1,014,888	9,783	+0.3%	Shares	Sole	2025-11-03
2025-06-30	$1,047,540	9,750	+4.5%	Shares	Sole	2025-07-22
2025-03-31	$1,042,309	9,333	+15.8%	Shares	Other	2025-05-20
2024-12-31	$955,707	8,063	-3.3%	Shares	Sole	2025-02-13
2024-09-30	$1,010,216	8,342	+13.2%	Shares	Sole	2024-11-13
2024-06-30	$863,690	7,370	-1.4%	Shares	Sole	2024-08-02
2024-03-31	$877,095	7,471	+12.3%	Shares	Sole	2024-05-08
2023-12-31	$689,878	6,652	-0.7%	Shares	Sole	2024-02-13
2023-09-30	$635,668	6,699	+26.3%	Shares	Sole	2023-11-15
2023-06-30	$468,007	5,305	-23.0%	Shares	Sole	2023-08-15
2023-03-31	$570,326	6,893	+8.6%	Shares	Sole	2023-05-15
2022-12-31	$631,073	6,345	+1.9%	Shares	Sole	2023-02-08
2022-09-30	$533,980	6,225	+37.4%	Shares	Sole	2022-11-14
2022-06-30	$433,334	4,529	-13.1%	Shares	Sole	2022-08-02
2022-03-31	$615,665	5,210	+47.8%	Shares	Sole	2022-04-28
2021-12-31	$381,654	3,526	+14.0%	Shares	Sole	2022-02-15
2021-09-30	$325,278	3,092	-7.9%	Shares	Sole	2021-11-15
2021-06-30	$343,889	3,356	+16.9%	Shares	Sole	2021-08-09
2021-03-31	$261,639	2,872	+78.5%	Shares	Sole	2021-05-14
2020-12-31	$125,614	1,609	-17.4%	Shares	Sole	2021-02-16
2020-09-30	$123,800	1,949	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.