Concord Wealth Partners

Position in PRU — Prudential Financial Inc

CIK 1814214 ABINGDON, VA

Position in PRU

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$23,312

-$1,747 QoQ

Shares Held

216

-2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,210

of 1,403 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Concord Wealth Partners holds $1,578,039 across 4 Insurance - Life names. PRU ranks #3 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	12,825	$1,503,731
2	MET	Metlife Inc	596	$50,427
3	PRU	Prudential Financial Inc This page	216	$23,312
4	BHF	Brighthouse Financial, Inc.	9	$569

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,312	216	-2.7%	Shares	Sole	2026-07-27
2025-12-31	$25,059	222	-14.9%	Shares	Sole	2026-01-29
2025-09-30	$27,076	261	-5.4%	Shares	Sole	2025-11-05
2025-06-30	$29,653	276	-5.5%	Shares	Sole	2025-07-25
2025-03-31	$32,610	292	-40.2%	Shares	Sole	2025-05-02
2024-12-31	$57,842	488	-5.8%	Shares	Sole	2025-01-24
2024-09-30	$62,729	518	-2.8%	Shares	Sole	2024-10-24
2024-06-30	$62,462	533	-18.9%	Shares	Sole	2024-07-31
2024-03-31	$77,131	657	-28.2%	Shares	Sole	2024-04-30
2023-12-31	$94,894	915	-8.4%	Shares	Sole	2024-04-30
2023-09-30	$94,795	999	+8.0%	Shares	Sole	2024-04-30
2023-06-30	$81,603	925	+49.7%	Shares	Sole	2023-08-08
2023-03-31	$51,133	618	-69.9%	Shares	Sole	2023-04-26
2022-12-31	$203,992	2,051	-25.1%	Shares	Sole	2023-01-30
2022-09-30	$234,951	2,739	-8.5%	Shares	Sole	2022-11-10
2022-06-30	$286,465	2,994	+20.5%	Shares	Sole	2022-08-04
2022-03-31	$293,534	2,484	+13.8%	Shares	Sole	2022-04-20
2021-12-31	$236,287	2,183	+367.5%	Shares	Sole	2022-01-21
2021-09-30	$49,128	467	-76.1%	Shares	Sole	2021-11-09
2021-06-30	$200,431	1,956	+106.1%	Shares	Sole	2021-07-29
2021-03-31	$86,453	949	+5831.2%	Shares	Sole	2021-05-13
2020-12-31	$1,249	16	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.