BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in PRU — Prudential Financial Inc
CIK 2010186
CINCINNATI, OH
Position in PRU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,211,406
+$112,199 QoQ
Shares Held
11,224
-0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#480
of 1,403 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $4,419,540 across 8 Insurance - Life names. PRU ranks #3 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
40,423 | $1,637,535 | |
| 2 | MET |
Metlife Inc
|
15,639 | $1,323,215 | |
| 3 | PRU |
Prudential Financial Inc
This page
|
11,224 | $1,211,406 | |
| 4 | AFL |
Aflac Inc
|
1,038 | $121,705 | |
| 5 | LNC |
Lincoln National Corp
|
3,000 | $106,050 | |
| 6 | PRI |
Primerica, Inc.
|
68 | $19,325 | |
| 7 | GL |
Globe Life Inc.
|
1 | $178 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
2 | $126 |
All Filings in PRU
Export CSV
38 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,211,406 | 11,224 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,099,207 | 11,252 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,264,594 | 11,203 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,234,506 | 11,900 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,270,478 | 11,825 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,373,887 | 12,302 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,434,568 | 12,103 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,465,673 | 12,103 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,432,413 | 12,223 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,434,980 | 12,223 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 PRH | $37,494 | 1,475 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 PRS | $494,457 | 19,810 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $1,558,657 | 15,029 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 PRH | $36,034 | 1,475 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 PRS | $645,474 | 26,850 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,411,868 | 14,879 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 PRH | $11,932 | 475 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 PRS | $668,565 | 26,850 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $1,511,120 | 17,129 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 PRH | $12,041 | 475 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 PRS | $572,500 | 22,900 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $70,246 | 849 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 PRS | $560,592 | 22,900 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $84,441 | 849 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 PRS | $734,822 | 30,005 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $77,116 | 899 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 PRS | $752,225 | 30,005 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $86,016 | 899 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 PRS | $873,816 | 33,390 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $109,661 | 928 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 PRS | $916,921 | 33,760 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $97,625 | 928 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $98,371 | 960 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $87,456 | 960 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $74,947 | 960 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $15,689 | 247 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $19,670 | 323 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $16,841 | 323 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||