United Financial Planning Group LLC
Position in PRU — Prudential Financial Inc
CIK 2088337
HAUPPAUGE, NY
Position in PRU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,907
+$655 QoQ
Shares Held
64
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,321
of 1,403 holders
Holding Since
Sep 2025
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, 2026United Financial Planning Group LLC holds $70,126 across 8 Insurance - Life names. PRU ranks #6 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
241 | $20,391 | |
| 2 | MFC |
Manulife Financial Corp
|
299 | $12,112 | |
| 3 | UNM |
Unum Group
|
112 | $10,012 | |
| 4 | PUK |
Prudential PLC
|
359 | $9,624 | |
| 5 | GL |
Globe Life Inc.
|
47 | $8,397 | |
| 6 | PRU |
Prudential Financial Inc
This page
|
64 | $6,907 | |
| 7 | PRI |
Primerica, Inc.
|
9 | $2,557 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
2 | $126 |
All Filings in PRU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,907 | 64 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,252 | 64 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,224 | 64 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,639 | 64 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||