Beacon Pointe Advisors, LLC
Position in PRU — Prudential Financial Inc
CIK 1744317
NEWPORT BEACH, CA
Position in PRU
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$1,202,448
+$241,472 QoQ
Shares Held
11,141
+13.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#482
of 1,403 holders
Holding Since
Dec 2020
22 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, 2026Beacon Pointe Advisors, LLC holds $18,516,646 across 9 Insurance - Life names. PRU ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JXN |
Jackson Financial Inc.
|
64,559 | $6,610,196 | |
| 2 | AFL |
Aflac Inc
|
44,220 | $5,184,795 | |
| 3 | LNC |
Lincoln National Corp
|
50,792 | $1,795,497 | |
| 4 | MET |
Metlife Inc
|
18,305 | $1,548,786 | |
| 5 | PRU |
Prudential Financial Inc
This page
|
11,141 | $1,202,448 | |
| 6 | PRI |
Primerica, Inc.
|
3,059 | $869,367 | |
| 7 | MFC |
Manulife Financial Corp
|
18,739 | $759,116 | |
| 8 | UNM |
Unum Group
|
3,616 | $323,270 |
All Filings in PRU
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,202,448 | 11,141 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $960,976 | 9,837 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $944,466 | 8,367 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $571,918 | 5,513 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $851,462 | 7,925 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $880,150 | 7,881 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $911,851 | 7,693 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,135,554 | 9,377 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,229,909 | 10,495 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,241,387 | 10,574 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,243,897 | 11,994 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,301,701 | 13,718 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $602,895 | 6,834 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,380,351 | 16,683 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $694,927 | 6,987 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $542,730 | 6,327 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $603,166 | 6,304 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,469,353 | 29,359 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $865,595 | 7,997 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $326,961 | 3,108 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $947,745 | 9,249 | Shares | Sole | 2021-08-17 | |
| 2020-12-31 | $211,803 | 2,713 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||