Aaron Wealth Advisors LLC

Position in PUK — Prudential PLC

CIK 1812198 Chicago, IL

Position in PUK

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$514,054

-$221,032 QoQ

Shares Held

19,174

-25.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#105

of 278 holders

Holding Since

Mar 2022

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Aaron Wealth Advisors LLC holds $3,960,991 across 6 Insurance - Life names. PUK ranks #4 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	11,005	$1,290,336
2	UNM	Unum Group	7,963	$711,892
3	MET	Metlife Inc	7,337	$620,783
4	PUK	Prudential PLC This page	19,174	$514,054
5	PRI	Primerica, Inc.	1,606	$456,425
6	PRU	Prudential Financial Inc	3,405	$367,501

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$514,054	19,174	-25.8%	Shares	Sole	2026-07-16
2026-03-31	$735,086	25,856	+54.9%	Shares	Sole	2026-04-21
2025-12-31	$519,299	16,687	+4.3%	Shares	Sole	2026-01-21
2025-09-30	$447,644	15,993	-1.5%	Shares	Sole	2025-10-03
2025-06-30	$406,324	16,240	+9.0%	Shares	Sole	2025-07-09
2025-03-31	$320,328	14,899	-60.5%	Shares	Sole	2025-04-28
2022-03-31	$1,114,692	37,684	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.