Position in PRU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$35,616
+$4,913 QoQ
Shares Held
330
+21.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,167
of 1,403 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $178,788 across 7 Insurance - Life names. PRU ranks #2 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
2,165 | $87,704 | |
| 2 | PRU |
Prudential Financial Inc
This page
|
330 | $35,616 | |
| 3 | MET |
Metlife Inc
|
221 | $18,698 | |
| 4 | GL |
Globe Life Inc.
|
100 | $17,868 | |
| 5 | AFL |
Aflac Inc
|
140 | $16,414 | |
| 6 | PUK |
Prudential PLC
|
48 | $1,286 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
19 | $1,202 |
All Filings in PRU
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,616 | 330 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $30,703 | 272 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,942 | 38 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $29,760 | 277 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $30,712 | 275 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $32,477 | 274 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $27,368 | 226 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,781 | 92 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $10,800 | 92 | Shares | Sole | 2024-06-21 | |
| 2023-12-31 | $9,541 | 92 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $8,729 | 92 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $8,116 | 92 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $7,612 | 92 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||