Caldwell Trust Co

Bank

Position in PRU — Prudential Financial Inc

CIK 2080218 Venice, FL

Position in PRU

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,402,010

+$87,982 QoQ

Shares Held

12,990

-3.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#446

of 1,403 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Caldwell Trust Co holds $2,118,073 across 5 Insurance - Life names. PRU ranks #1 (66.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc This page	12,990	$1,402,010
2	AFL	Aflac Inc	3,965	$464,896
3	MET	Metlife Inc	2,516	$212,878
4	MFC	Manulife Financial Corp	853	$34,555
5	BHF	Brighthouse Financial, Inc.	59	$3,734

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,402,010	12,990	-3.4%	Shares	Sole	2026-08-03
2026-03-31	$1,314,028	13,451	-4.8%	Shares	Sole	2026-04-22
2025-12-31	$1,594,204	14,123	-2.6%	Shares	Sole	2026-01-30
2025-09-30	$1,503,607	14,494	-6.4%	Shares	Sole	2025-10-23
2025-06-30	$1,663,708	15,485	-0.9%	Shares	Sole	2025-09-22
2025-03-31	$1,745,670	15,631	-10.7%	Shares	Sole	2025-09-23
2024-12-31	$2,074,156	17,499	-8.0%	Shares	Sole	2025-09-24
2024-09-30	$2,304,533	19,030	-3.1%	Shares	Sole	2025-09-24
2024-06-30	$2,302,431	19,647	+3.0%	Shares	Sole	2025-09-24
2024-03-31	$2,238,818	19,070	-10.2%	Shares	Sole	2025-09-24
2023-12-31	$2,201,970	21,232	+2.0%	Shares	Sole	2025-10-01
2023-09-30	$1,974,945	20,813	+2.9%	Shares	Sole	2025-10-01
2023-06-30	$1,783,631	20,218	-4.5%	Shares	Sole	2025-10-01
2023-03-31	$1,750,943	21,162	+9.6%	Shares	Sole	2025-10-01
2022-12-31	$1,919,975	19,304	+3.7%	Shares	Sole	2025-10-01
2022-09-30	$1,597,395	18,622	+4.5%	Shares	Sole	2025-10-01
2022-06-30	$1,705,113	17,821	+5.5%	Shares	Sole	2025-10-02
2022-03-31	$1,995,300	16,885	+8.4%	Shares	Sole	2025-10-02
2021-12-31	$1,685,838	15,575	+11.9%	Shares	Sole	2025-10-02
2021-09-30	$1,464,594	13,922	+26.7%	Shares	Sole	2025-10-02
2021-06-30	$1,125,632	10,985	+19.0%	Shares	Sole	2025-10-02
2021-03-31	$840,670	9,228	+63.5%	Shares	Sole	2025-10-02
2020-12-31	$440,705	5,645	+13.1%	Shares	Sole	2025-10-02
2020-09-30	$317,091	4,992	-25.3%	Shares	Sole	2025-10-02
2020-06-30	$406,994	6,683	-13.2%	Shares	Sole	2025-10-02
2020-03-31	$401,425	7,699	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.