Clearstead Trust’s Prudential Financial PRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.15K Hold
57
﹤0.01% 730
2026
Q1
$5.57K Sell
57
-109
-66% -$11.3K ﹤0.01% 731
2025
Q4
$18.7K Buy
166
+19
+13% +$2.04K ﹤0.01% 449
2025
Q3
$15.3K Sell
147
-21
-13% -$2.21K ﹤0.01% 499
2025
Q2
$18.1K Sell
168
-98
-37% -$10.2K ﹤0.01% 448
2025
Q1
$29.7K Buy
266
+207
+351% +$23.6K 0.01% 313
2024
Q4
$6.99K Hold
59
﹤0.01% 377
2024
Q3
$7.14K Hold
59
﹤0.01% 364
2024
Q2
$6.92K Hold
59
﹤0.01% 375
2024
Q1
$6.93K Hold
59
﹤0.01% 369
2023
Q4
$6.12K Hold
59
﹤0.01% 358
2023
Q3
$5.6K Hold
59
﹤0.01% 376
2023
Q2
$5.21K Hold
59
﹤0.01% 331
2023
Q1
$4.88K Hold
59
﹤0.01% 320
2022
Q4
$6K Hold
59
﹤0.01% 332
2022
Q3
$5K Buy
+59
New +$5.68K ﹤0.01% 327

Other funds holding PRU

Clearstead Trust's PRU Position: Q2 2026 in Review

Clearstead Trust held its Prudential Financial (PRU) position steady in Q2 2026 at 57 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Clearstead Trust first reported a position in PRU in Q3 2022 and has held it in 16 quarters since. The position peaked at $29.7K in Q1 2025. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Clearstead Trust held 57 shares of Prudential Financial worth $6.15K as of Q2 2026.
  • Clearstead Trust left its Prudential Financial share count unchanged in Q2 2026.
  • Prudential Financial made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #730 holding.
  • Clearstead Trust first reported a position in Prudential Financial in Q3 2022 and has held it in 16 quarters since.
  • Clearstead Trust's Prudential Financial position peaked at $29.7K in Q1 2025.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.