Whipplewood Advisors, LLC

Position in PRU — Prudential Financial Inc

CIK 2052510 LITTLETON, CO

Position in PRU

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

Position Value

$2,266

-$1,836 QoQ

Shares Held

-50.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,365

of 1,403 holders

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Whipplewood Advisors, LLC holds $19,824 across 7 Insurance - Life names. PRU ranks #5 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNM	Unum Group	65	$5,811
2	PUK	Prudential PLC	142	$3,807
3	AFL	Aflac Inc	31	$3,634
4	GL	Globe Life Inc.	13	$2,322
5	PRU	Prudential Financial Inc This page	21	$2,266
6	PRI	Primerica, Inc.	4	$1,136
7	LNC	Lincoln National Corp	24	$848

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,266	21	-50.0%	Shares	Sole	2026-07-27
2026-03-31	$4,102	42	-17.6%	Shares	Sole	2026-04-30
2025-06-30	$5,479	51	-95.3%	Shares	Other	2025-07-31
2025-03-31	$5,249	1,086	+2210.6%	Shares	Sole	2025-04-10
2024-12-31	$5,570	47	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.