Apella Capital, LLC

Position in PRU — Prudential Financial Inc

CIK 1801507 WEST HARTFORD, CT

Position in PRU

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$328,538

+$37,520 QoQ

Shares Held

3,044

+2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#837

of 1,403 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Apella Capital, LLC holds $1,260,920 across 3 Insurance - Life names. PRU ranks #3 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	4,154	$487,056
2	MFC	Manulife Financial Corp	10,993	$445,326
3	PRU	Prudential Financial Inc This page	3,044	$328,538

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$328,538	3,044	+2.2%	Shares	Sole	2026-07-08
2026-03-31	$291,018	2,979	+3.7%	Shares	Sole	2026-04-20
2025-12-31	$324,304	2,873	+2.1%	Shares	Sole	2026-01-21
2025-09-30	$291,820	2,813	+48.4%	Shares	Sole	2025-10-17
2025-06-30	$203,598	1,895	-5.5%	Shares	Sole	2025-07-08
2025-03-31	$223,918	2,005	—	Shares	Sole	2025-04-10
No filing history on record for this holder in this stock.