Downshift Financial, LLC

Position in PUK — Prudential PLC

CIK 2118380 BOULDER, CO

Position in PUK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$4,530

New position

Shares Held

169

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#218

of 278 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Downshift Financial, LLC holds $8,162 across 5 Insurance - Life names. PUK ranks #1 (55.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PUK	Prudential PLC This page	169	$4,530
2	LNC	Lincoln National Corp	63	$2,227
3	UNM	Unum Group	9	$804
4	MET	Metlife Inc	5	$423
5	GL	Globe Life Inc.	1	$178

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,530	169	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.