Cornerstone Planning Group LLC

Position in PRU — Prudential Financial Inc

CIK 1822587 FAIRFIELD, NJ

Position in PRU

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$113,002

+$9,940 QoQ

Shares Held

1,047

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,072

of 1,413 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $935,347 across 12 Insurance - Life names. PRU ranks #2 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	8,761	$741,268
2	PRU	Prudential Financial Inc This page	1,047	$113,002
3	AFL	Aflac Inc	332	$38,927
4	MFC	Manulife Financial Corp	543	$21,996
5	PUK	Prudential PLC	313	$8,391
6	GL	Globe Life Inc.	17	$3,037
7	PRI	Primerica, Inc.	10	$2,842
8	UNM	Unum Group	24	$2,145

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$113,002	1,047	-0.8%	Shares	Sole	2026-07-29
2026-03-31	$103,062	1,055	-0.9%	Shares	Sole	2026-05-06
2025-12-31	$120,217	1,065	+262.2%	Shares	Sole	2026-02-02
2025-09-30	$30,499	294	-63.3%	Shares	Sole	2025-11-04
2025-06-30	$86,166	802	-14.5%	Shares	Sole	2025-08-11
2025-03-31	$104,755	938	+83.6%	Shares	Sole	2025-04-30
2024-12-31	$60,568	511	-2.3%	Shares	Sole	2025-01-29
2024-09-30	$63,335	523	+15.2%	Shares	Sole	2024-11-05
2024-06-30	$53,204	454	-4.2%	Shares	Sole	2024-08-13
2024-03-31	$55,647	474	-17.3%	Shares	Sole	2024-05-07
2023-12-31	$59,425	573	0.0%	Shares	Sole	2024-02-12
2023-09-30	$54,371	573	-23.7%	Shares	Sole	2023-11-08
2023-06-30	$66,253	751	-37.3%	Shares	Sole	2023-08-15
2022-12-31	$119,153	1,198	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.