Spire Wealth Management

Position in PUK — Prudential PLC

CIK 1858740 MCLEAN, VA

Position in PUK

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$5,844

-$353 QoQ

Shares Held

218

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#209

of 278 holders

Holding Since

Mar 2021

19 quarters on record

Financial Services · as of Jun 30, 2026

Spire Wealth Management holds $744,070 across 8 Insurance - Life names. PUK ranks #7 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GL	Globe Life Inc.	1,565	$279,634
2	MET	Metlife Inc	2,754	$233,015
3	PRU	Prudential Financial Inc	1,121	$120,989
4	JXN	Jackson Financial Inc.	700	$71,673
5	MFC	Manulife Financial Corp	411	$16,649
6	AFL	Aflac Inc	109	$12,780
7	PUK	Prudential PLC This page	218	$5,844
8	UNM	Unum Group	39	$3,486

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,844	218	0.0%	Shares	Sole	2026-07-15
2026-03-31	$6,197	218	-4.0%	Shares	Sole	2026-04-22
2025-12-31	$7,064	227	-31.0%	Shares	Sole	2026-01-14
2025-09-30	$9,208	329	0.0%	Shares	Sole	2025-10-23
2025-06-30	$8,231	329	0.0%	Shares	Sole	2025-08-04
2025-03-31	$7,073	329	-4.6%	Shares	Sole	2025-04-23
2024-12-31	$5,499	345	+4.9%	Shares	Sole	2025-01-24
2024-09-30	$6,099	329	-19.2%	Shares	Sole	2024-10-15
2024-03-31	$7,842	407	+546.0%	Shares	Sole	2024-04-24
2023-09-30	$1,380	63	0.0%	Shares	Sole	2023-11-08
2023-06-30	$1,784	63	-38.2%	Shares	Sole	2023-08-09
2023-03-31	$2,788	102	+61.9%	Shares	Sole	2023-05-09
2022-12-31	$2	63	-28.4%	Shares	Sole	2023-02-03
2022-06-30	$2,209	88	-50.0%	Shares	Sole	2022-07-22
2022-03-31	$5,206	176	-80.7%	Shares	Sole	2022-04-18
2021-12-31	$31,365	911	-19.2%	Shares	Sole	2022-01-14
2021-09-30	$44,195	1,128	-14.0%	Shares	Sole	2021-10-22
2021-06-30	$49,987	1,312	-4.8%	Shares	Sole	2021-07-26
2021-03-31	$58,826	1,378	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.