Financial Perspectives, Inc

Position in PRU — Prudential Financial Inc

CIK 2003287 MINNEAPOLIS, MN

Position in PRU

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$36,480

+$3,461 QoQ

Shares Held

338

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,166

of 1,402 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Financial Perspectives, Inc holds $191,022 across 4 Insurance - Life names. PRU ranks #2 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MFC	Manulife Financial Corp	2,728	$110,511
2	PRU	Prudential Financial Inc This page	338	$36,480
3	AFL	Aflac Inc	294	$34,471
4	MET	Metlife Inc	113	$9,560

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,480	338	0.0%	Shares	Sole	2026-07-24
2026-03-31	$33,019	338	0.0%	Shares	Sole	2026-05-11
2025-12-31	$38,153	338	0.0%	Shares	Sole	2026-01-28
2025-09-30	$35,064	338	0.0%	Shares	Sole	2025-10-22
2025-06-30	$36,314	338	0.0%	Shares	Sole	2025-07-30
2025-03-31	$37,747	338	0.0%	Shares	Sole	2025-04-18
2024-12-31	$40,063	338	0.0%	Shares	Sole	2025-02-03
2024-09-30	$40,931	338	0.0%	Shares	Sole	2024-10-17
2024-06-30	$39,610	338	0.0%	Shares	Sole	2024-08-09
2024-03-31	$39,681	338	0.0%	Shares	Sole	2024-04-19
2023-12-31	$35,053	338	0.0%	Shares	Sole	2024-02-01
2023-09-30	$32,072	338	0.0%	Shares	Sole	2024-01-10
2023-06-30	$29,818	338	0.0%	Shares	Sole	2024-01-10
2023-03-31	$27,966	338	0.0%	Shares	Sole	2024-01-10
2022-12-31	$33,617	338	0.0%	Shares	Sole	2024-01-10
2022-09-30	$28,993	338	0.0%	Shares	Sole	2024-01-10
2022-06-30	$32,339	338	0.0%	Shares	Sole	2024-01-10
2022-03-31	$39,941	338	0.0%	Shares	Sole	2024-01-10
2021-12-31	$36,585	338	0.0%	Shares	Sole	2024-01-10
2021-09-30	$35,557	338	0.0%	Shares	Sole	2024-01-10
2021-06-30	$34,634	338	-98.9%	Shares	Sole	2024-01-10
2021-03-31	$338	30,792	+9010.1%	Shares	Sole	2024-01-10
2020-12-31	$26,387	338	0.0%	Shares	Sole	2024-01-10
2020-09-30	$21,469	338	0.0%	Shares	Sole	2024-01-10
2020-06-30	$20,584	338	0.0%	Shares	Sole	2024-01-10
2020-03-31	$17,623	338	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.