EVOLVE PRIVATE WEALTH, LLC

Position in PRU — Prudential Financial Inc

CIK 2111131 LOS ANGELES, CA

Position in PRU

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$417,581

-$439,453 QoQ

Shares Held

3,869

-55.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#744

of 1,403 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Financial Services · as of Jun 30, 2026

EVOLVE PRIVATE WEALTH, LLC holds $3,824,897 across 6 Insurance - Life names. PRU ranks #3 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GL	Globe Life Inc.	10,629	$1,899,189
2	JXN	Jackson Financial Inc.	8,027	$821,884
3	PRU	Prudential Financial Inc This page	3,869	$417,581
4	UNM	Unum Group	2,790	$249,426
5	MET	Metlife Inc	2,721	$230,223
6	AFL	Aflac Inc	1,762	$206,594

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$417,581	3,869	-55.9%	Shares	Defined	2026-08-12
2026-03-31	$857,034	8,773	-10.6%	Shares	Sole	2026-04-16
2025-12-31	$1,108,030	9,816	—	Shares	Defined	2026-02-17
No filing history on record for this holder in this stock.