Center for Financial Planning, Inc.
Position in PRU — Prudential Financial Inc
CIK 1803557
SOUTHFIED, MI
Position in PRU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$19,211
+$11,592 QoQ
Shares Held
178
+128.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,224
of 1,403 holders
Holding Since
Mar 2020
26 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, 2026Center for Financial Planning, Inc. holds $694,224 across 7 Insurance - Life names. PRU ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
7,490 | $303,419 | |
| 2 | AFL |
Aflac Inc
|
1,086 | $127,333 | |
| 3 | UNM |
Unum Group
|
1,287 | $115,057 | |
| 4 | MET |
Metlife Inc
|
778 | $65,826 | |
| 5 | GL |
Globe Life Inc.
|
354 | $63,252 | |
| 6 | PRU |
Prudential Financial Inc
This page
|
178 | $19,211 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
2 | $126 |
All Filings in PRU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,211 | 178 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $7,619 | 78 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $8,804 | 78 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,091 | 78 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $8,380 | 78 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $8,711 | 78 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $9,245 | 78 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $9,445 | 78 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $11,484 | 98 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $11,505 | 98 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $8,089 | 78 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $6,357 | 67 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $5,910 | 67 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,543 | 67 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,580 | 36 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $3,088 | 36 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,444 | 36 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,254 | 36 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $3,896 | 36 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $6,101 | 58 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $3,688 | 36 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $14,211 | 156 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,810 | 36 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $2,286 | 36 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,192 | 36 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,877 | 36 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||