Forum Financial Management, LP

Position in PRU — Prudential Financial Inc

CIK 1911832 LOMBARD, IL

Position in PRU

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$577,749

+$68,882 QoQ

Shares Held

5,353

+2.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#654

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

Forum Financial Management, LP holds $1,661,384 across 3 Insurance - Life names. PRU ranks #2 (34.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	8,330	$704,801
2	PRU	Prudential Financial Inc This page	5,353	$577,749
3	AFL	Aflac Inc	3,231	$378,834

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$577,749	5,353	+2.8%	Shares	Sole	2026-07-23
2026-03-31	$508,867	5,209	-50.6%	Shares	Sole	2026-04-23
2025-12-31	$1,190,545	10,547	+5.6%	Shares	Sole	2026-01-27
2025-09-30	$1,036,051	9,987	+7.4%	Shares	Sole	2025-10-24
2025-06-30	$999,299	9,301	-0.5%	Shares	Sole	2025-07-30
2025-03-31	$1,043,984	9,348	-0.2%	Shares	Sole	2025-05-02
2024-12-31	$1,110,389	9,368	+3.2%	Shares	Sole	2025-02-20
2024-09-30	$1,099,709	9,081	-0.8%	Shares	Sole	2024-10-29
2024-06-30	$1,072,288	9,150	-0.5%	Shares	Sole	2024-07-30
2024-03-31	$1,079,140	9,192	+42.6%	Shares	Sole	2024-05-09
2023-12-31	$668,307	6,444	-1.2%	Shares	Sole	2024-02-07
2023-09-30	$618,777	6,521	+0.0%	Shares	Sole	2023-11-06
2023-06-30	$575,194	6,520	+9.6%	Shares	Sole	2023-07-26
2023-03-31	$492,054	5,947	+0.0%	Shares	Sole	2023-04-19
2022-12-31	$591,288	5,945	-1.9%	Shares	Sole	2023-01-24
2022-09-30	$519,826	6,060	+0.5%	Shares	Sole	2022-11-07
2022-06-30	$576,759	6,028	+3.1%	Shares	Sole	2022-08-15
2022-03-31	$690,939	5,847	-1.5%	Shares	Sole	2022-05-16
2021-12-31	$642,620	5,937	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.