Position in PRU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$235,611
+$140,071 QoQ
Shares Held
2,183
+123.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#943
of 1,403 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Root Financial Partners, LLC holds $619,956 across 2 Insurance - Life names. PRU ranks #2 (38.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
3,278 | $384,345 | |
| 2 | PRU |
Prudential Financial Inc
This page
|
2,183 | $235,611 |
All Filings in PRU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,611 | 2,183 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $95,540 | 978 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $144,712 | 1,282 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $126,459 | 1,219 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||