Synergy Investment Management, LLC
Position in PRU — Prudential Financial Inc
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in PRU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,248
+$7,757 QoQ
Shares Held
271
+23.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,181
of 1,401 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Synergy Investment Management, LLC holds $259,695 across 10 Insurance - Life names. PRU ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
918 | $107,635 | |
| 2 | UNM |
Unum Group
|
570 | $50,958 | |
| 3 | MET |
Metlife Inc
|
415 | $35,112 | |
| 4 | PRU |
Prudential Financial Inc
This page
|
271 | $29,248 | |
| 5 | CNO |
CNO Financial Group, Inc.
|
388 | $19,779 | |
| 6 | PUK |
Prudential PLC
|
330 | $8,846 | |
| 7 | LNC |
Lincoln National Corp
|
111 | $3,923 | |
| 8 | FG |
F&G Annuities & Life, Inc.
|
77 | $2,046 |
All Filings in PRU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,248 | 271 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $21,491 | 220 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $22,336 | 200 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $23,706 | 200 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||