Concurrent Investment Advisors, LLC

Position in PRU — Prudential Financial Inc

CIK 2001015 Tampa, FL

Position in PRU

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,528,180

+$34,696 QoQ

Shares Held

14,159

-7.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#428

of 1,403 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $19,982,006 across 9 Insurance - Life names. PRU ranks #4 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	69,734	$8,176,310
2	MET	Metlife Inc	52,634	$4,453,362
3	UNM	Unum Group	25,910	$2,316,354
4	PRU	Prudential Financial Inc This page	14,159	$1,528,180
5	MFC	Manulife Financial Corp	26,248	$1,063,305
6	LNC	Lincoln National Corp	28,830	$1,019,140
7	JXN	Jackson Financial Inc.	8,166	$836,116
8	PUK	Prudential PLC	14,354	$384,830

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,528,180	14,159	-7.4%	Shares	Sole	2026-07-27
2026-03-31	$1,493,484	15,288	-10.0%	Shares	Sole	2026-04-21
2025-12-31	$1,917,943	16,991	+21.7%	Shares	Sole	2026-01-29
2025-09-30	$1,448,832	13,966	+3.9%	Shares	Sole	2025-10-27
2025-06-30	$1,444,745	13,447	-7.4%	Shares	Sole	2025-07-25
2025-03-31	$1,621,146	14,516	+8.6%	Shares	Sole	2025-04-29
2024-12-31	$1,584,153	13,365	-41.8%	Shares	Sole	2025-02-03
2024-09-30	$2,782,514	22,977	+8.2%	Shares	Sole	2024-10-30
2024-06-30	$2,489,584	21,244	-12.5%	Shares	Sole	2024-07-30
2024-03-31	$2,850,002	24,276	+2.3%	Shares	Sole	2024-05-07
2023-12-31	$2,461,349	23,733	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.