Position in PRU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$305,980
+$26,783 QoQ
Shares Held
2,835
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#855
of 1,403 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Compound Planning, Inc. holds $5,480,708 across 8 Insurance - Life names. PRU ranks #7 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
14,743 | $1,728,616 | |
| 2 | MFC |
Manulife Financial Corp
|
32,472 | $1,315,440 | |
| 3 | PUK |
Prudential PLC
|
22,285 | $597,460 | |
| 4 | UNM |
Unum Group
|
5,287 | $472,657 | |
| 5 | MET |
Metlife Inc
|
4,804 | $406,466 | |
| 6 | GL |
Globe Life Inc.
|
2,024 | $361,648 | |
| 7 | PRU |
Prudential Financial Inc
This page
|
2,835 | $305,980 | |
| 8 | PRI |
Primerica, Inc.
|
1,029 | $292,441 |
All Filings in PRU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,980 | 2,835 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $279,197 | 2,858 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $433,007 | 3,836 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $320,660 | 3,091 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $330,807 | 3,079 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $323,313 | 2,895 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $366,376 | 3,091 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $387,641 | 3,201 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $373,132 | 3,184 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $243,252 | 2,072 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $241,851 | 2,332 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||