Carson Advisory Inc.

Position in PRU — Prudential Financial Inc

CIK 1909304 ATHENS, GA

Position in PRU

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$922,477

+$77,850 QoQ

Shares Held

8,547

-1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#536

of 1,403 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Carson Advisory Inc. holds $4,425,741 across 4 Insurance - Life names. PRU ranks #3 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JXN	Jackson Financial Inc.	20,818	$2,131,555
2	AFL	Aflac Inc	9,272	$1,087,142
3	PRU	Prudential Financial Inc This page	8,547	$922,477
4	LNC	Lincoln National Corp	8,050	$284,567

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$922,477	8,547	-1.1%	Shares	Sole	2026-08-11
2026-03-31	$844,627	8,646	+0.0%	Shares	Sole	2026-05-07
2025-12-31	$975,847	8,645	+10.3%	Shares	Sole	2026-02-12
2025-09-30	$813,425	7,841	-4.4%	Shares	Sole	2025-11-06
2025-06-30	$881,115	8,201	+0.0%	Shares	Sole	2025-08-05
2025-03-31	$915,776	8,200	-2.4%	Shares	Sole	2025-05-02
2024-12-31	$995,533	8,399	-2.3%	Shares	Sole	2025-02-13
2024-09-30	$1,041,338	8,599	-1.1%	Shares	Sole	2024-11-01
2024-06-30	$1,019,318	8,698	-3.3%	Shares	Sole	2024-08-07
2024-03-31	$1,056,247	8,997	0.0%	Shares	Sole	2024-05-03
2023-12-31	$933,078	8,997	+2.3%	Shares	Sole	2024-02-06
2023-09-30	$834,652	8,796	+1.1%	Shares	Sole	2023-11-09
2023-06-30	$767,161	8,696	+0.3%	Shares	Sole	2023-07-28
2023-03-31	$717,355	8,670	+1.8%	Shares	Sole	2023-05-05
2022-12-31	$847,299	8,519	-5.5%	Shares	Sole	2023-02-08
2022-09-30	$773,649	9,019	-1.8%	Shares	Sole	2022-11-07
2022-06-30	$879,012	9,187	+5.8%	Shares	Sole	2022-08-03
2022-03-31	$1,026,542	8,687	0.0%	Shares	Sole	2022-05-03
2021-12-31	$940,280	8,687	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.