Net Worth Advisory Group

Position in PUK — Prudential PLC

CIK 1791998 SANDY, UT

Position in PUK

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$258,019

-$5,555 QoQ

Shares Held

9,624

+3.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#146

of 278 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Net Worth Advisory Group holds $1,741,185 across 3 Insurance - Life names. PUK ranks #3 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GL	Globe Life Inc.	6,532	$1,167,137
2	UNM	Unum Group	3,535	$316,029
3	PUK	Prudential PLC This page	9,624	$258,019

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$258,019	9,624	+3.8%	Shares	Sole	2026-07-14
2026-03-31	$263,574	9,271	+4.5%	Shares	Sole	2026-05-05
2025-12-31	$276,221	8,876	—	Shares	Sole	2026-01-14
No filing history on record for this holder in this stock.