Allen Mooney & Barnes Investment Advisors LLC

Position in PRU — Prudential Financial Inc

CIK 2001461 Thomasville, GA

Position in PRU

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$10,154,270

-$82,958 QoQ

Shares Held

94,082

-10.2% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

1.75%

of 13F equity value

Holder Rank

#168

of 1,403 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Allen Mooney & Barnes Investment Advisors LLC holds $17,776,684 across 3 Insurance - Life names. PRU ranks #1 (57.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc This page	94,082	$10,154,270
2	AFL	Aflac Inc	60,870	$7,137,007
3	MET	Metlife Inc	5,737	$485,407

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,154,270	94,082	-10.2%	Shares	Sole	2026-07-13
2026-03-31	$10,237,228	104,793	+3.0%	Shares	Sole	2026-04-13
2025-12-31	$11,481,476	101,714	+1.5%	Shares	Sole	2026-01-21
2025-09-30	$10,391,013	100,164	+1.3%	Shares	Sole	2025-10-15
2025-06-30	$10,621,196	98,857	+0.0%	Shares	Sole	2025-07-08
2025-03-31	$11,036,105	98,819	+2.4%	Shares	Sole	2025-04-16
2024-12-31	$11,440,989	96,524	-1.1%	Shares	Sole	2025-01-14
2024-09-30	$11,821,418	97,617	-2.4%	Shares	Sole	2024-10-15
2024-06-30	$11,719,234	100,002	+0.7%	Shares	Sole	2024-07-12
2024-03-31	$11,658,994	99,310	-1.1%	Shares	Sole	2024-04-12
2023-12-31	$10,415,595	100,430	+0.2%	Shares	Sole	2024-01-22
2023-09-30	$9,506,934	100,189	+3.7%	Shares	Sole	2023-11-21
2023-06-30	$8,520,111	96,578	-0.3%	Shares	Sole	2024-05-23
2023-03-31	$8,014,030	96,858	+1.0%	Shares	Sole	2024-05-23
2022-12-31	$9,535,628	95,874	+0.5%	Shares	Sole	2024-05-23
2022-09-30	$8,184,269	95,410	+4.3%	Shares	Sole	2024-05-23
2022-06-30	$8,754,720	91,500	+5.6%	Shares	Sole	2024-05-23
2022-03-31	$10,243,211	86,682	—	Shares	Sole	2024-05-23
No filing history on record for this holder in this stock.