CHJWM
PRU icon

Carlton Hofferkamp & Jenks Wealth Management’s Prudential Financial PRU Stock Holding History

Carlton Hofferkamp & Jenks Wealth Management’s Portfolio PRU Stock Details PRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$985K Sell
8,290
-67
-0.8% -$6.81K 0.32% 66
2026
Q1 		$799K Sell
8,357
-334
-4% -$34.6K 0.27% 73
2025
Q4 		$981K Sell
8,691
-162
-2% -$17.4K 0.33% 66
2025
Q3 		$905K Sell
8,853
-81
-0.9% -$8.53K 0.3% 67
2025
Q2 		$909K Sell
8,934
-189
-2% -$19.6K 0.33% 65
2025
Q1 		$900K Sell
9,123
-211
-2% -$24K 0.37% 59
2024
Q4 		$1.06M Sell
9,334
-66
-0.7% -$8.15K 0.39% 59
2024
Q3 		$1.13M Sell
9,400
-82
-0.9% -$9.69K 0.43% 53
2024
Q2 		$1.19M Sell
9,482
-26
-0.3% -$3K 0.47% 51
2024
Q1 		$1.06M Sell
9,508
-366
-4% -$39.4K 0.45% 55
2023
Q4 		$1.03M Sell
9,874
-53
-0.5% -$5.08K 0.43% 56
2023
Q3 		$887K Sell
9,927
-8
-0.1% -$757 0.41% 61
2023
Q2 		$959K Buy
9,935
+7
+0.1% +$586 0.42% 60
2023
Q1 		$798K Buy
9,928
+256
+3% +$24.4K 0.36% 70
2022
Q4 		$1M Buy
9,672
+158
+2% +$16K 0.44% 59
2022
Q3 		$935K Sell
9,514
-97
-1% -$9.34K 0.44% 61
2022
Q2 		$926K Sell
9,611
-24
-0.2% -$2.54K 0.43% 63
2022
Q1 		$1.13M Buy
9,635
+50
+0.5% +$5.68K 0.46% 57
2021
Q4 		$1.06M Buy
9,585
+31
+0.3% +$3.37K 0.45% 61
2021
Q3 		$1.06M Buy
9,554
+120
+1% +$12.4K 0.43% 65
2021
Q2 		$931K Sell
9,434
-924
-9% -$94.4K 0.4% 66
2021
Q1 		$1.03M Sell
10,358
-3,500
-25% -$300K 0.46% 60
2020
Q4 		$1.18M Buy
13,858
+2,204
+19% +$159K 0.58% 46
2020
Q3 		$851K Buy
11,654
+5
+0% +$329 0.45% 60
2020
Q2 		$763K Buy
11,649
+1,536
+15% +$90.2K 0.44% 61
2020
Q1 		$652K Buy
10,113
+3,706
+58% +$295K 0.4% 62
2019
Q4 		$579K Buy
6,407
+118
+2% +$10.8K 0.33% 70
2019
Q3 		$551K Buy
6,289
+2,377
+61% +$215K 0.34% 64
2019
Q2 		$392K Buy
3,912
+1
+0% +$100 0.24% 76
2019
Q1 		$359K Buy
+3,911
New +$361K 0.22% 75

Other funds holding PRU

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VV
Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's PRU Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management reduced its Prudential Financial (PRU) stake by 0.8% in Q2 2026, selling an estimated $6.81K and leaving 8,290 shares worth $985K. The position accounts for 0.32% of the portfolio, ranked #66.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in PRU in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.19M in Q2 2024. 500 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 8,290 shares of Prudential Financial worth $985K as of Q2 2026.
  • Carlton Hofferkamp & Jenks Wealth Management sold 67 Prudential Financial shares in Q2 2026, an estimated $6.81K.
  • Prudential Financial made up 0.32% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in Prudential Financial in Q1 2019 and has held it in 30 quarters since.
  • Carlton Hofferkamp & Jenks Wealth Management's Prudential Financial position peaked at $1.19M in Q2 2024.
  • 500 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.