Global Retirement Partners, LLC
PensionPosition in PRU — Prudential Financial Inc
CIK 1749744
San Rafael, CA
Position in PRU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$708,020
-$455,095 QoQ
Shares Held
6,560
-36.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#604
of 1,403 holders
Holding Since
Mar 2020
24 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, 2026Global Retirement Partners, LLC holds $5,901,181 across 14 Insurance - Life names. PRU ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
14,832 | $1,254,935 | |
| 2 | UNM |
Unum Group
|
11,774 | $1,052,595 | |
| 3 | AFL |
Aflac Inc
|
6,321 | $741,137 | |
| 4 | PRU |
Prudential Financial Inc
This page
|
6,560 | $708,020 | |
| 5 | CNO |
CNO Financial Group, Inc.
|
10,520 | $536,309 | |
| 6 | PRI |
Primerica, Inc.
|
1,389 | $394,753 | |
| 7 | GL |
Globe Life Inc.
|
2,012 | $359,504 | |
| 8 | MFC |
Manulife Financial Corp
|
8,329 | $337,407 |
All Filings in PRU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $708,020 | 6,560 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,163,115 | 10,304 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $622,647 | 6,002 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $662,797 | 6,169 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $713,076 | 6,016 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $722,724 | 5,968 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $656,381 | 5,601 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $708,509 | 6,035 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $640,927 | 6,180 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $601,887 | 6,343 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $545,640 | 6,185 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $519,855 | 6,283 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $384,313 | 3,864 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $378,032 | 4,407 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $432,186 | 4,517 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $529,637 | 4,482 | Shares | Sole | 2022-07-14 | |
| 2021-12-31 | $235,746 | 2,178 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $223,234 | 2,122 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $94,887 | 926 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $59,306 | 651 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $28,885 | 370 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $25,090 | 395 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $23,933 | 393 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $20,438 | 392 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||