Summit Financial, LLC

Position in PRU — Prudential Financial Inc

CIK 1765536 PARSIPPANY, NJ

Position in PRU

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,243,785

+$331,947 QoQ

Shares Held

11,524

+23.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#476

of 1,403 holders

Holding Since

Mar 2022

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Summit Financial, LLC holds $7,826,988 across 6 Insurance - Life names. PRU ranks #3 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	22,967	$2,692,880
2	MET	Metlife Inc	29,207	$2,471,204
3	PRU	Prudential Financial Inc This page	11,524	$1,243,785
4	GL	Globe Life Inc.	4,019	$718,114
5	LNC	Lincoln National Corp	15,437	$545,697
6	GNW	Genworth Financial Inc	16,400	$155,308

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,243,785	11,524	+23.5%	Shares	Sole	2026-08-12
2026-03-31	$911,838	9,334	+32.0%	Shares	Sole	2026-05-15
2025-12-31	$798,061	7,070	+1.7%	Shares	Sole	2026-02-13
2025-09-30	$721,407	6,954	-5.5%	Shares	Sole	2025-11-14
2025-06-30 PRS	$262,465	11,164	—	Shares	Sole	2025-08-13
2025-06-30	$790,758	7,360	-7.4%	Shares	Sole	2025-08-13
2025-03-31	$887,744	7,949	+65.7%	Shares	Sole	2025-05-14
2024-12-31	$568,706	4,798	+99.3%	Shares	Sole	2025-02-12
2024-09-30	$291,608	2,408	-14.9%	Shares	Sole	2024-11-12
2024-06-30	$331,764	2,831	+64.5%	Shares	Sole	2024-07-31
2022-03-31	$203,370	1,721	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.