Dogwood Wealth Management LLC

Position in PRU — Prudential Financial Inc

CIK 2056922 LENEXA, KS

Position in PRU

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$2,914

-$212 QoQ

Shares Held

-15.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,354

of 1,402 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Dogwood Wealth Management LLC holds $53,539 across 7 Insurance - Life names. PRU ranks #6 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GL	Globe Life Inc.	81	$14,473
2	AFL	Aflac Inc	105	$12,311
3	MET	Metlife Inc	125	$10,576
4	JXN	Jackson Financial Inc.	55	$5,631
5	PRI	Primerica, Inc.	19	$5,399
6	PRU	Prudential Financial Inc This page	27	$2,914
7	UNM	Unum Group	25	$2,235

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,914	27	-15.6%	Shares	Sole	2026-07-06
2026-03-31	$3,126	32	-64.0%	Shares	Sole	2026-05-12
2025-12-31	$10,046	89	-4.3%	Shares	Sole	2026-02-04
2025-09-30	$9,647	93	+10.7%	Shares	Sole	2025-11-12
2025-06-30	$9,024	84	+281.8%	Shares	Sole	2025-07-18
2025-03-31	$2,456	22	+22.2%	Shares	Sole	2025-04-30
2024-12-31	$2,133	18	0.0%	Shares	Sole	2025-03-04
2024-09-30	$2,179	18	0.0%	Shares	Sole	2025-02-28
2024-06-30	$2,109	18	0.0%	Shares	Sole	2025-03-04
2024-03-31	$2,113	18	0.0%	Shares	Sole	2025-02-28
2023-12-31	$1,866	18	—	Shares	Sole	2025-02-28
No filing history on record for this holder in this stock.