FIDELIS CAPITAL PARTNERS, LLC

Position in PRU — Prudential Financial Inc

CIK 1962755 TAMPA, FL

Position in PRU

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$253,743

+$42,771 QoQ

Shares Held

2,351

+25.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#917

of 1,403 holders

Holding Since

Mar 2024

8 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Financial Services · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $2,602,096 across 5 Insurance - Life names. PRU ranks #5 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	7,176	$841,386
2	MET	Metlife Inc	8,102	$685,510
3	MFC	Manulife Financial Corp	13,110	$531,086
4	UNM	Unum Group	3,248	$290,371
5	PRU	Prudential Financial Inc This page	2,351	$253,743

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$253,743	2,351	+25.8%	Shares	Sole	2026-08-13
2025-12-31	$210,972	1,869	-72.4%	Shares	Sole	2026-02-09
2025-09-30	$702,008	6,767	+228.7%	Shares	Sole	2025-11-03
2025-06-30	$221,218	2,059	+2.3%	Shares	Sole	2025-08-07
2024-12-31	$238,482	2,012	+10.9%	Shares	Sole	2025-02-06
2024-09-30	$219,675	1,814	-3.9%	Shares	Sole	2024-10-25
2024-06-30	$221,137	1,887	+9.5%	Shares	Sole	2024-08-13
2024-03-31	$202,397	1,724	—	Shares	Sole	2024-05-06
No filing history on record for this holder in this stock.