Valeo Financial Advisors, LLC

Position in PRU — Prudential Financial Inc

CIK 1722641 CARMEL, IN

Position in PRU

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$457,515

-$51,742 QoQ

Shares Held

4,239

-18.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#716

of 1,402 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $4,154,630 across 6 Insurance - Life names. PRU ranks #3 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	16,952	$1,987,622
2	MET	Metlife Inc	9,114	$771,135
3	PRU	Prudential Financial Inc This page	4,239	$457,515
4	LNC	Lincoln National Corp	9,715	$343,425
5	MFC	Manulife Financial Corp	8,476	$343,362
6	UNM	Unum Group	2,814	$251,571

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$457,515	4,239	-18.7%	Shares	Sole	2026-07-08
2026-03-31	$509,257	5,213	-33.6%	Shares	Sole	2026-05-08
2025-12-31	$885,995	7,849	+1.8%	Shares	Sole	2026-02-04
2025-09-30	$799,731	7,709	-15.4%	Shares	Sole	2025-11-03
2025-06-30	$979,530	9,117	+74.0%	Shares	Sole	2025-09-12
2025-03-31	$585,091	5,239	-0.1%	Shares	Sole	2025-04-30
2024-12-31	$621,808	5,246	-0.5%	Shares	Sole	2025-01-30
2024-09-30	$638,681	5,274	-0.4%	Shares	Sole	2024-10-10
2024-06-30	$620,403	5,294	-1.2%	Shares	Sole	2024-07-10
2024-03-31	$628,911	5,357	+7.5%	Shares	Sole	2024-04-25
2023-12-31	$516,683	4,982	+10.0%	Shares	Sole	2024-01-29
2023-09-30	$429,661	4,528	+10.2%	Shares	Sole	2023-10-20
2023-06-30	$362,407	4,108	+12.4%	Shares	Sole	2023-07-14
2022-12-31	$363,526	3,655	+40.2%	Shares	Sole	2023-02-09
2022-09-30	$223,628	2,607	+5.3%	Shares	Sole	2022-10-31
2022-03-31	$292,470	2,475	+13.5%	Shares	Sole	2022-04-28
2021-09-30	$229,336	2,180	+0.9%	Shares	Sole	2021-11-02
2021-03-31	$196,867	2,161	-4.8%	Shares	Sole	2021-04-12
2020-12-31	$177,218	2,270	-21.3%	Shares	Sole	2021-02-11
2020-09-30	$183,128	2,883	-4.0%	Shares	Sole	2020-10-28
2020-06-30	$182,821	3,002	-17.5%	Shares	Sole	2020-07-20
2020-03-31	$189,685	3,638	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.