Clay Northam Wealth Management’s Prudential Financial PRU Stock Holding History

Clay Northam 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	$218K	Buy	+2,018	New	+$205K	0.11%	102
2026 Q1	–	Sell	-2,018	Closed	-$228K	–	107
2025 Q4	$228K	Hold	2,018	–	–	0.13%	91
2025 Q3	$209K	Sell	2,018 -59	-3%	-$6.21K	0.12%	94
2025 Q2	$223K	Hold	2,077	–	–	0.14%	82
2025 Q1	$232K	Hold	2,077	–	–	0.16%	79
2024 Q4	$246K	Hold	2,077	–	–	0.16%	78
2024 Q3	$252K	Hold	2,077	–	–	0.17%	72
2024 Q2	$243K	Hold	2,077	–	–	0.18%	67
2024 Q1	$244K	Hold	2,077	–	–	0.2%	72
2023 Q4	$215K	Buy	+2,077	New	+$199K	0.19%	75
2023 Q1	–	Sell	-2,077	Closed	-$207K	–	84
2022 Q4	$207K	Buy	+2,077	New	+$210K	0.24%	72
2022 Q2	–	Sell	-2,077	Closed	-$245K	–	81
2022 Q1	$245K	Sell	2,077 -30	-1%	-$3.41K	0.25%	70
2021 Q4	$228K	Buy	+2,107	New	+$229K	0.21%	82

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Clay Northam Wealth Management's PRU Position: Q2 2026 in Review

Clay Northam Wealth Management opened a new position in Prudential Financial (PRU) in Q2 2026: 2,018 shares worth $218K. The stake represents 0.11% of the portfolio and ranks #102 among its holdings. This is a return to the name: Clay Northam Wealth Management previously reported a position in PRU as recently as Q4 2025.

Clay Northam Wealth Management first reported a position in PRU in Q4 2021 and has held it in 13 quarters since. The position peaked at $252K in Q3 2024. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Clay Northam Wealth Management held 2,018 shares of Prudential Financial worth $218K as of Q2 2026.
Prudential Financial was a new Clay Northam Wealth Management position in Q2 2026.
Prudential Financial made up 0.11% of Clay Northam Wealth Management's portfolio in Q2 2026, its #102 holding.
Clay Northam Wealth Management first reported a position in Prudential Financial in Q4 2021 and has held it in 13 quarters since.
Clay Northam Wealth Management's Prudential Financial position peaked at $252K in Q3 2024.
1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.