Commonwealth Retirement Investments LLC

Pension

Position in PRU — Prudential Financial Inc

CIK 1963787 RICHMOND, VA

Position in PRU

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,036,423

+$336,715 QoQ

Shares Held

18,868

+8.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#387

of 1,403 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Commonwealth Retirement Investments LLC holds $9,249,211 across 7 Insurance - Life names. PRU ranks #3 (22.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	46,359	$3,922,434
2	AFL	Aflac Inc	27,381	$3,210,422
3	PRU	Prudential Financial Inc This page	18,868	$2,036,423
4	LNC	Lincoln National Corp	2,174	$76,850
5	BHF	Brighthouse Financial, Inc.	32	$2,025
6	FG	F&G Annuities & Life, Inc.	22	$584
7	GNW	Genworth Financial Inc	50	$473

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,036,423	18,868	+8.4%	Shares	Sole	2026-08-03
2026-03-31	$1,699,708	17,399	+6.0%	Shares	Sole	2026-05-11
2025-12-31	$1,853,038	16,416	+1.2%	Shares	Sole	2026-02-11
2025-09-30	$1,682,766	16,221	+4.6%	Shares	Sole	2025-11-04
2025-06-30	$1,666,824	15,514	+4.5%	Shares	Sole	2025-08-05
2025-03-31	$1,657,554	14,842	+3.3%	Shares	Sole	2025-05-09
2024-12-31	$1,703,276	14,370	+1.5%	Shares	Sole	2025-02-04
2024-09-30	$1,713,686	14,151	+2.6%	Shares	Sole	2024-11-05
2024-06-30	$1,616,987	13,798	+1.2%	Shares	Sole	2024-08-05
2024-03-31	$1,600,749	13,635	-0.6%	Shares	Sole	2024-05-03
2023-12-31	$1,423,316	13,724	+1.7%	Shares	Sole	2024-01-24
2023-09-30	$1,280,635	13,496	—	Shares	Sole	2023-11-06
No filing history on record for this holder in this stock.