MONTAG A & ASSOCIATES INC

Position in PRU — Prudential Financial Inc

CIK 829407 ATLANTA, GA

Position in PRU

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

Position Value

$143,007

+$13,568 QoQ

Shares Held

1,325

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,042

of 1,403 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $3,687,734 across 5 Insurance - Life names. PRU ranks #4 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	14,101	$1,653,342
2	MET	Metlife Inc	10,737	$908,457
3	MFC	Manulife Financial Corp	22,279	$902,522
4	PRU	Prudential Financial Inc This page	1,325	$143,007
5	GL	Globe Life Inc.	450	$80,406

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$143,007	1,325	0.0%	Shares	Sole	2026-08-05
2026-03-31	$129,439	1,325	0.0%	Shares	Sole	2026-04-29
2025-12-31	$149,566	1,325	0.0%	Shares	Sole	2026-02-02
2025-09-30	$137,455	1,325	0.0%	Shares	Sole	2025-11-12
2025-06-30	$142,358	1,325	0.0%	Shares	Sole	2025-08-07
2025-03-31	$147,976	1,325	0.0%	Shares	Sole	2025-05-05
2024-12-31	$157,052	1,325	+39.5%	Shares	Sole	2025-01-30
2024-09-30	$115,045	950	0.0%	Shares	Sole	2024-11-05
2024-06-30	$111,330	950	0.0%	Shares	Sole	2024-07-31
2024-03-31	$111,530	950	0.0%	Shares	Sole	2024-05-07
2023-12-31	$98,524	950	0.0%	Shares	Sole	2024-02-07
2023-09-30	$90,145	950	0.0%	Shares	Sole	2023-11-09
2023-06-30	$83,809	950	0.0%	Shares	Sole	2023-08-09
2023-03-31	$78,603	950	0.0%	Shares	Sole	2023-05-11
2022-12-31	$94,487	950	0.0%	Shares	Sole	2023-02-02
2022-09-30	$81,491	950	+43.3%	Shares	Sole	2022-11-09
2022-06-30	$63,435	663	0.0%	Shares	Sole	2022-08-10
2022-03-31	$78,346	663	-7.5%	Shares	Sole	2022-05-02
2021-12-31	$77,608	717	-0.3%	Shares	Sole	2022-02-09
2021-09-30	$75,638	719	0.0%	Shares	Sole	2021-11-08
2021-06-30	$73,675	719	0.0%	Shares	Sole	2021-08-03
2021-03-31	$65,500	719	+8.4%	Shares	Sole	2021-05-14
2020-12-31	$51,760	663	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.