CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in PRU — Prudential Financial Inc

CIK 1766904 RICHMOND, VA

Position in PRU

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$129,082

+$39,991 QoQ

Shares Held

1,196

+31.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,053

of 1,403 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 77% Shared 0% None 23%

Financial Services · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $869,440 across 6 Insurance - Life names. PRU ranks #3 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRI	Primerica, Inc.	860	$244,410
2	MET	Metlife Inc	2,530	$214,058
3	PRU	Prudential Financial Inc This page	1,196	$129,082
4	AFL	Aflac Inc	1,094	$128,269
5	UNM	Unum Group	1,084	$96,908
6	MFC	Manulife Financial Corp	1,400	$56,713

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$129,082	1,196	+31.1%	Shares	Other	2026-07-17
2026-03-31	$89,091	912	+78.5%	Shares	Other	2026-04-29
2025-12-31	$57,680	511	-5.5%	Shares	Other	2026-02-09
2025-09-30	$56,120	541	+32.3%	Shares	Other	2025-11-10
2025-06-30	$43,941	409	-3.8%	Shares	Other	2025-08-13
2025-03-31	$47,462	425	+112.5%	Shares	Other	2025-05-09
2024-12-31	$23,705	200	-99.4%	Shares	Other	2025-02-14
2024-09-30	$4,017,006	33,171	+12.8%	Shares	Defined	2024-10-30
2024-06-30	$3,447,611	29,419	+0.8%	Shares	Other	2024-07-22
2024-03-31	$3,425,143	29,175	-6.8%	Shares	Defined	2024-04-30
2023-12-31	$3,246,329	31,302	-4.0%	Shares	Defined	2024-02-07
2023-09-30	$3,093,128	32,597	+501.0%	Shares	Defined	2023-11-13
2023-06-30	$478,505	5,424	-3.9%	Shares	Defined	2023-08-10
2023-03-31	$466,819	5,642	-1.6%	Shares	Defined	2023-05-12
2022-12-31	$570,502	5,736	-6.3%	Shares	Defined	2023-02-14
2022-09-30	$524,973	6,120	-9.0%	Shares	Sole	2022-11-14
2022-06-30	$643,160	6,722	+145.1%	Shares	Sole	2022-08-15
2022-03-31	$324,022	2,742	+1.0%	Shares	Sole	2022-05-16
2021-12-31	$293,871	2,715	+11.5%	Shares	Sole	2022-02-14
2021-09-30	$256,267	2,436	+4.4%	Shares	Sole	2021-11-15
2021-06-30	$239,062	2,333	+1566.4%	Shares	Sole	2021-08-16
2021-03-31	$12,754	140	-95.7%	Shares	Sole	2021-05-17
2020-12-31	$255,445	3,272	-93.6%	Shares	Sole	2021-02-12
2020-09-30	$3,227,578	50,812	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.