Turtle Creek Wealth Advisors, LLC

Position in PRU — Prudential Financial Inc

CIK 2007171 DALLAS, TX

Position in PRU

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

Position Value

$216,291

-$8,678 QoQ

Shares Held

2,004

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#988

of 1,402 holders

Holding Since

Dec 2023

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Turtle Creek Wealth Advisors, LLC holds $11,536,032 across 3 Insurance - Life names. PRU ranks #3 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	90,451	$10,605,379
2	MET	Metlife Inc	8,443	$714,362
3	PRU	Prudential Financial Inc This page	2,004	$216,291

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,291	2,004	+0.6%	Shares	Sole	2026-07-27
2025-12-31	$224,969	1,993	+4140.4%	Shares	Sole	2026-01-28
2023-12-31	$4,874	47	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.