WEST PACES ADVISORS INC.

Position in PRU — Prudential Financial Inc

CIK 2004720 ATLANTA, GA

Position in PRU

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

Position Value

$23,960

+$2,630 QoQ

Shares Held

222

+16.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,206

of 1,403 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WEST PACES ADVISORS INC. holds $90,876 across 5 Insurance - Life names. PRU ranks #2 (26.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	605	$51,189
2	PRU	Prudential Financial Inc This page	222	$23,960
3	AFL	Aflac Inc	77	$9,028
4	GL	Globe Life Inc.	28	$5,003
5	LNC	Lincoln National Corp	48	$1,696

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,960	222	+16.2%	Shares	Sole	2026-07-20
2025-03-31	$21,330	191	-25.4%	Shares	Sole	2025-04-15
2024-12-31	$30,343	256	0.0%	Shares	Sole	2025-02-14
2024-09-30	$31,001	256	0.0%	Shares	Sole	2024-10-15
2024-06-30	$30,000	256	-28.1%	Shares	Sole	2024-07-17
2024-03-31	$41,794	356	-46.1%	Shares	Sole	2024-04-15
2023-12-31	$68,448	660	+0.6%	Shares	Sole	2024-01-30
2023-09-30	$62,247	656	0.0%	Shares	Sole	2023-12-18
2023-06-30	$57,872	656	-32.4%	Shares	Sole	2023-12-18
2023-03-31	$80,257	970	0.0%	Shares	Sole	2023-12-18
2022-12-31	$96,476	970	0.0%	Shares	Sole	2023-12-18
2022-09-30	$83,206	970	0.0%	Shares	Sole	2023-12-19
2022-06-30	$92,809	970	+11.5%	Shares	Sole	2023-12-19
2022-03-31	$102,807	870	-14.2%	Shares	Sole	2023-12-19
2021-12-31	$109,755	1,014	0.0%	Shares	Sole	2023-12-20
2021-09-30	$106,672	1,014	+324.3%	Shares	Sole	2023-12-20
2021-06-30	$24,490	239	0.0%	Shares	Sole	2023-12-20
2021-03-31	$21,772	239	0.0%	Shares	Sole	2023-12-20
2020-12-31	$18,658	239	0.0%	Shares	Sole	2023-12-20
2020-09-30	$15,181	239	-20.3%	Shares	Sole	2023-12-20
2020-06-30	$18,270	300	0.0%	Shares	Sole	2023-12-20
2020-03-31	$15,642	300	—	Shares	Sole	2023-12-21
No filing history on record for this holder in this stock.