Kozak & Associates, Inc.

Position in PRU — Prudential Financial Inc

CIK 1764970 HIGHLANDS RANCH, CO

Position in PRU

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$20,398

+$2,130 QoQ

Shares Held

189

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,220

of 1,403 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Kozak & Associates, Inc. holds $239,065 across 5 Insurance - Life names. PRU ranks #3 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	1,057	$123,933
2	MFC	Manulife Financial Corp	2,000	$81,020
3	PRU	Prudential Financial Inc This page	189	$20,398
4	UNM	Unum Group	143	$12,784
5	MET	Metlife Inc	11	$930

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,398	189	+1.1%	Shares	Sole	2026-07-02
2026-03-31	$18,268	187	+1.6%	Shares	Sole	2026-04-14
2025-12-31	$20,769	184	+1.1%	Shares	Sole	2026-01-12
2025-09-30	$18,880	182	+1.1%	Shares	Sole	2025-11-18
2025-06-30	$19,339	180	+1.7%	Shares	Sole	2025-07-10
2025-03-31	$19,767	177	+1.1%	Shares	Sole	2025-04-15
2024-12-31	$20,742	175	+0.6%	Shares	Sole	2025-01-06
2024-09-30	$21,071	174	+1.2%	Shares	Sole	2024-10-17
2024-06-30	$20,156	172	+1.2%	Shares	Sole	2024-07-05
2024-03-31	$19,958	170	+1.2%	Shares	Sole	2024-05-17
2023-12-31	$17,423	168	-15.2%	Shares	Sole	2024-01-17
2023-09-30	$18,788	198	+1.5%	Shares	Sole	2023-10-17
2023-06-30	$17,202	195	+1.0%	Shares	Sole	2023-07-05
2023-03-31	$15,968	193	+1.6%	Shares	Sole	2023-04-03
2022-12-31	$18,897	190	+1.6%	Shares	Sole	2023-01-03
2022-09-30	$16,040	187	+1.1%	Shares	Sole	2022-10-12
2022-06-30	$17,700	185	+2.2%	Shares	Sole	2022-10-12
2022-03-31	$21,388	181	0.0%	Shares	Sole	2022-05-26
2021-12-31	$19,591	181	+1.1%	Shares	Sole	2022-03-11
2021-09-30	$18,830	179	—	Shares	Sole	2021-11-16
No filing history on record for this holder in this stock.