COMPASS FINANCIAL MANAGEMENT LLC

Position in PRU — Prudential Financial Inc

CIK 2148724 TAMPA, FL

Position in PRU

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

Position Value

$600,198

New position

Shares Held

5,561

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#649

of 1,403 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

COMPASS FINANCIAL MANAGEMENT LLC holds $884,721 across 6 Insurance - Life names. PRU ranks #1 (67.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc This page	5,561	$600,198
2	MET	Metlife Inc	3,069	$259,668
3	AFL	Aflac Inc	147	$17,235
4	UNM	Unum Group	61	$5,453
5	BHF	Brighthouse Financial, Inc.	33	$2,088
6	FG	F&G Annuities & Life, Inc.	3	$79

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$600,198	5,561	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.