BAILARD, INC.

Position in PRU — Prudential Financial Inc

CIK 750641 Foster City, CA

Position in PRU

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

Position Value

$2,810,928

+$776,143 QoQ

Shares Held

26,044

+25.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#329

of 1,402 holders

Holding Since

Sep 2020

18 quarters on record

Voting authority Sole 26% Shared 0% None 74%

Financial Services · as of Jun 30, 2026

BAILARD, INC. holds $11,105,286 across 5 Insurance - Life names. PRU ranks #2 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	42,307	$4,960,495
2	PRU	Prudential Financial Inc This page	26,044	$2,810,928
3	UNM	Unum Group	23,608	$2,110,555
4	CNO	CNO Financial Group, Inc.	18,031	$919,220
5	MET	Metlife Inc	3,594	$304,088

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,810,928	26,044	+25.0%	Shares	Sole	2026-07-30
2026-03-31	$2,034,785	20,829	+0.9%	Shares	Sole	2026-05-11
2025-12-31	$2,330,520	20,646	+13.6%	Shares	Sole	2026-02-04
2025-09-30	$1,885,578	18,176	+215.6%	Shares	Sole	2025-10-30
2025-06-30	$618,854	5,760	-3.2%	Shares	Sole	2025-08-08
2025-03-31	$664,496	5,950	-52.0%	Shares	Sole	2025-05-02
2024-12-31	$1,469,890	12,401	+2.9%	Shares	Sole	2025-02-05
2024-09-30	$1,458,770	12,046	+7.3%	Shares	Sole	2024-10-30
2024-06-30	$1,315,926	11,229	-2.0%	Shares	Sole	2024-07-25
2024-03-31	$1,344,582	11,453	+16.1%	Shares	Sole	2024-05-08
2023-12-31	$1,022,788	9,862	+11.3%	Shares	Sole	2024-02-02
2023-09-30	$841,104	8,864	+26.5%	Shares	Sole	2023-10-24
2023-06-30	$618,157	7,007	-0.3%	Shares	Sole	2023-07-20
2023-03-31	$581,331	7,026	-0.9%	Shares	Sole	2023-05-08
2022-12-31	$705,270	7,091	-1.8%	Shares	Sole	2023-02-02
2022-09-30	$619,503	7,222	-12.9%	Shares	Sole	2022-10-18
2022-06-30	$793,569	8,294	+118.5%	Shares	Sole	2022-07-27
2020-09-30	$241,121	3,796	—	Shares	Sole	2020-11-10
No filing history on record for this holder in this stock.