Everhart Financial Group, Inc.

Position in PRU — Prudential Financial Inc

CIK 1852858 Dublin, OH

Position in PRU

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$577,965

+$171,575 QoQ

Shares Held

5,355

+28.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#653

of 1,403 holders

Holding Since

Sep 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $2,889,981 across 5 Insurance - Life names. PRU ranks #3 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNO	CNO Financial Group, Inc.	21,807	$1,111,720
2	PRI	Primerica, Inc.	2,296	$652,523
3	PRU	Prudential Financial Inc This page	5,355	$577,965
4	AFL	Aflac Inc	2,679	$314,112
5	MFC	Manulife Financial Corp	5,768	$233,661

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$577,965	5,355	+28.7%	Shares	Sole	2026-07-09
2026-03-31	$406,390	4,160	-10.3%	Shares	Sole	2026-04-09
2025-12-31	$523,650	4,639	+16.4%	Shares	Sole	2026-01-07
2025-09-30	$413,507	3,986	+32.2%	Shares	Sole	2025-11-04
2025-06-30	$324,039	3,016	-20.9%	Shares	Sole	2025-08-07
2025-03-31	$426,059	3,815	-25.0%	Shares	Sole	2025-04-16
2024-12-31	$602,606	5,084	+3.0%	Shares	Sole	2025-01-30
2024-09-30	$597,628	4,935	+24.8%	Shares	Sole	2024-11-04
2024-06-30	$463,486	3,955	+46.5%	Shares	Sole	2024-07-24
2024-03-31	$316,862	2,699	+24.1%	Shares	Sole	2024-05-13
2023-12-31	$225,569	2,175	-12.6%	Shares	Sole	2024-01-12
2022-09-30	$213,420	2,488	—	Shares	Sole	2022-10-12
No filing history on record for this holder in this stock.