CALDWELL SUTTER CAPITAL, INC.

Position in PRU — Prudential Financial Inc

CIK 702007 SAUSALITO, CA

Position in PRU

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$291,411

+$54,122 QoQ

Shares Held

2,700

+11.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#870

of 1,402 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CALDWELL SUTTER CAPITAL, INC. holds $690,386 across 5 Insurance - Life names. PRU ranks #1 (42.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc This page	2,700	$291,411
2	AFL	Aflac Inc	1,614	$189,241
3	MET	Metlife Inc	1,557	$131,737
4	MFC	Manulife Financial Corp	1,894	$76,725
5	LNC	Lincoln National Corp	36	$1,272

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$291,411	2,700	+11.2%	Shares	Sole	2026-08-05
2026-03-31	$237,289	2,429	+15.1%	Shares	Sole	2026-05-06
2025-12-31	$238,289	2,111	+7.0%	Shares	Sole	2026-01-30
2025-09-30	$204,679	1,973	-3.0%	Shares	Sole	2025-10-29
2025-06-30	$218,532	2,034	+1.0%	Shares	Sole	2025-07-11
2025-03-31	$224,923	2,014	-6.1%	Shares	Sole	2025-04-16
2024-12-31	$254,128	2,144	-2.0%	Shares	Sole	2025-01-21
2024-09-30	$264,845	2,187	-5.2%	Shares	Sole	2024-10-25
2024-06-30	$270,240	2,306	-7.1%	Shares	Sole	2024-07-23
2024-03-31	$291,504	2,483	-1.9%	Shares	Sole	2024-04-19
2023-12-31	$262,490	2,531	+2.7%	Shares	Sole	2024-01-19
2023-09-30	$233,808	2,464	+7.5%	Shares	Sole	2023-10-25
2023-06-30	$202,200	2,292	+155.8%	Shares	Sole	2023-07-19
2023-03-31	$74,135	896	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.