Envestnet Portfolio Solutions, Inc.

Position in PRU — Prudential Financial Inc

CIK 1998033 BERWYN, PA

Position in PRU

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$997,920

+$132,192 QoQ

Shares Held

9,246

+4.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#524

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

Envestnet Portfolio Solutions, Inc. holds $9,128,647 across 7 Insurance - Life names. PRU ranks #5 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GL	Globe Life Inc.	13,320	$2,380,017
2	UNM	Unum Group	18,806	$1,681,256
3	PRI	Primerica, Inc.	5,797	$1,647,507
4	MET	Metlife Inc	18,973	$1,605,305
5	PRU	Prudential Financial Inc This page	9,246	$997,920
6	AFL	Aflac Inc	4,567	$535,480
7	JXN	Jackson Financial Inc.	2,746	$281,162

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$997,920	9,246	+4.3%	Shares	Sole	2026-07-20
2026-03-31	$865,728	8,862	-11.9%	Shares	Sole	2026-04-29
2025-12-31	$1,135,121	10,056	+5.1%	Shares	Sole	2026-02-06
2025-09-30	$992,584	9,568	+0.7%	Shares	Sole	2025-10-30
2025-06-30	$1,021,109	9,504	-4.7%	Shares	Sole	2025-07-25
2025-03-31	$1,114,119	9,976	-32.9%	Shares	Sole	2025-04-21
2024-12-31	$1,761,474	14,861	+15.1%	Shares	Sole	2025-02-10
2024-09-30	$1,563,764	12,913	+14.0%	Shares	Sole	2024-10-31
2024-06-30	$1,327,059	11,324	-0.6%	Shares	Sole	2024-07-16
2024-03-31	$1,337,773	11,395	+0.3%	Shares	Sole	2024-05-06
2023-12-31	$1,177,730	11,356	-24.3%	Shares	Sole	2024-02-07
2023-09-30	$1,423,824	15,005	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.