Applied Finance Capital Management, LLC

Position in PRU — Prudential Financial Inc

CIK 1966007 SAN JUAN, PR

Position in PRU

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,028,572

+$284,663 QoQ

Shares Held

9,530

+25.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#518

of 1,402 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Financial Services · as of Jun 30, 2026

Applied Finance Capital Management, LLC holds $19,426,001 across 2 Insurance - Life names. PRU ranks #2 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MET	Metlife Inc	217,438	$18,397,429
2	PRU	Prudential Financial Inc This page	9,530	$1,028,572

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,028,572	9,530	+25.1%	Shares	Sole	2026-07-28
2026-03-31	$743,909	7,615	-1.1%	Shares	Sole	2026-05-04
2025-12-31	$869,401	7,702	-9.9%	Shares	Sole	2026-02-05
2025-09-30	$886,977	8,550	+72.8%	Shares	Sole	2025-11-06
2025-06-30	$531,505	4,947	-33.0%	Shares	Sole	2025-07-29
2025-03-31	$825,091	7,388	+4.4%	Shares	Sole	2025-05-07
2024-12-31	$838,836	7,077	-43.1%	Shares	Sole	2025-02-13
2024-09-30	$1,507,210	12,446	+18.2%	Shares	Sole	2024-11-08
2024-06-30	$1,234,479	10,534	+256.5%	Shares	Sole	2024-07-31
2024-03-31	$346,917	2,955	0.0%	Shares	Sole	2024-05-07
2023-12-31	$306,463	2,955	-5.0%	Shares	Sole	2024-02-08
2023-09-30	$295,013	3,109	+10.2%	Shares	Sole	2023-11-08
2023-06-30	$248,868	2,821	+14.4%	Shares	Sole	2023-08-14
2023-03-31	$204,036	2,466	+12.2%	Shares	Sole	2023-05-12
2022-12-31	$218,613	2,198	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.