INDEPENDENT FINANCIAL GROUP, LLC

Position in PRU — Prudential Financial Inc

CIK 275484 SAN DIEGO, CA

Position in PRU

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$400,744

-$70,512 QoQ

Shares Held

3,713

-23.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#765

of 1,402 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $2,520,266 across 5 Insurance - Life names. PRU ranks #3 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	8,066	$945,738
2	MFC	Manulife Financial Corp	12,173	$493,128
3	PRU	Prudential Financial Inc This page	3,713	$400,744
4	LNC	Lincoln National Corp	9,755	$344,839
5	MET	Metlife Inc	3,969	$335,817

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$400,744	3,713	-23.0%	Shares	Sole	2026-07-15
2026-03-31	$471,256	4,824	-1.8%	Shares	Sole	2026-05-15
2025-12-31	$554,353	4,911	-9.8%	Shares	Sole	2026-05-15
2025-09-30	$564,864	5,445	+3.3%	Shares	Sole	2026-05-15
2025-06-30	$566,208	5,270	-3.9%	Shares	Sole	2026-05-15
2025-03-31	$612,341	5,483	-1.7%	Shares	Sole	2026-05-19
2024-12-31	$661,278	5,579	-8.1%	Shares	Sole	2026-06-12
2024-09-30	$734,955	6,069	-5.9%	Shares	Sole	2026-06-12
2024-06-30	$755,992	6,451	-16.8%	Shares	Sole	2026-06-12
2024-03-31	$910,084	7,752	+29.3%	Shares	Sole	2026-06-12
2023-12-31	$621,845	5,996	+22.4%	Shares	Sole	2026-06-12
2023-09-30	$464,961	4,900	+9.0%	Shares	Sole	2026-06-12
2023-06-30	$396,637	4,496	+6.0%	Shares	Sole	2026-06-12
2023-03-31	$351,065	4,243	+13.2%	Shares	Sole	2026-06-12
2022-12-31	$372,875	3,749	+4.1%	Shares	Sole	2026-06-15
2022-09-30	$308,808	3,600	+4.2%	Shares	Sole	2026-06-15
2022-06-30	$330,574	3,455	-6.5%	Shares	Sole	2026-06-12
2022-03-31	$436,874	3,697	-11.3%	Shares	Sole	2026-06-12
2021-12-31	$451,252	4,169	-4.5%	Shares	Sole	2026-06-15
2021-09-30	$459,408	4,367	-13.6%	Shares	Sole	2026-06-15
2021-06-30	$517,883	5,054	-23.0%	Shares	Sole	2026-06-15
2021-03-31	$598,253	6,567	-20.3%	Shares	Sole	2026-06-15
2020-12-31	$643,296	8,240	+18.5%	Shares	Sole	2026-06-15
2020-09-30	$441,718	6,954	+54.4%	Shares	Sole	2026-06-15
2020-06-30	$274,293	4,504	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.