Steward Partners Investment Advisory, LLC
Position in PRU — Prudential Financial Inc
CIK 1723397
STAMFORD, CT
Position in PRU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,007,383
+$212,706 QoQ
Shares Held
55,660
-6.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#231
of 1,403 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, 2026Steward Partners Investment Advisory, LLC holds $38,524,922 across 13 Insurance - Life names. PRU ranks #3 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
120,985 | $14,185,491 | |
| 2 | GL |
Globe Life Inc.
|
56,935 | $10,173,145 | |
| 3 | PRU |
Prudential Financial Inc
This page
|
55,660 | $6,007,383 | |
| 4 | MET |
Metlife Inc
|
46,083 | $3,899,082 | |
| 5 | MFC |
Manulife Financial Corp
|
57,183 | $2,316,483 | |
| 6 | LNC |
Lincoln National Corp
|
21,171 | $748,394 | |
| 7 | PRI |
Primerica, Inc.
|
1,796 | $510,423 | |
| 8 | UNM |
Unum Group
|
5,207 | $465,505 |
All Filings in PRU
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,007,383 | 55,660 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,794,677 | 59,317 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,526,266 | 48,957 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,342,610 | 51,500 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,866,387 | 45,294 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,911,016 | 43,974 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,797,857 | 40,478 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,764,679 | 39,345 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,438,805 | 37,877 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,453,438 | 29,416 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,925,970 | 28,213 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,468,468 | 26,014 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,308,099 | 26,163 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,259,877 | 27,313 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,510,768 | 25,244 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,133,348 | 24,870 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,170,596 | 22,686 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,576,696 | 21,805 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,222,708 | 20,535 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,114,414 | 20,099 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 PFH | $708,886 | 27,150 | Shares | Sole | 2021-08-13 | |
| 2021-06-30 | $3,317,261 | 32,373 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,719,785 | 18,878 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,080,254 | 13,837 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $906,112 | 14,265 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $887,130 | 14,567 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $776,103 | 14,885 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||