Clearstead Trust, LLC

Position in PRU — Prudential Financial Inc

CIK 1708001 PORTLAND, ME

Position in PRU

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$6,152

+$584 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,329

of 1,403 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Clearstead Trust, LLC holds $44,065 across 6 Insurance - Life names. PRU ranks #4 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	106	$12,428
2	GL	Globe Life Inc.	52	$9,291
3	LNC	Lincoln National Corp	242	$8,554
4	PRU	Prudential Financial Inc This page	57	$6,152
5	MET	Metlife Inc	50	$4,230
6	PRI	Primerica, Inc.	12	$3,410

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,152	57	0.0%	Shares	Sole	2026-08-06
2026-03-31	$5,568	57	-65.7%	Shares	Sole	2026-05-06
2025-12-31	$18,738	166	+12.9%	Shares	Sole	2026-02-09
2025-09-30	$15,249	147	-12.5%	Shares	Sole	2025-11-10
2025-06-30	$18,049	168	-36.8%	Shares	Sole	2025-08-08
2025-03-31	$29,706	266	+350.8%	Shares	Sole	2025-05-09
2024-12-31	$6,993	59	0.0%	Shares	Sole	2025-02-10
2024-09-30	$7,144	59	0.0%	Shares	Sole	2024-11-13
2024-06-30	$6,914	59	0.0%	Shares	Sole	2024-08-09
2024-03-31	$6,926	59	0.0%	Shares	Sole	2024-05-10
2023-12-31	$6,118	59	0.0%	Shares	Sole	2024-02-06
2023-09-30	$5,598	59	0.0%	Shares	Sole	2023-11-13
2023-06-30	$5,204	59	0.0%	Shares	Sole	2023-08-08
2023-03-31	$4,881	59	0.0%	Shares	Sole	2023-05-10
2022-12-31	$5,868	59	0.0%	Shares	Sole	2023-02-01
2022-09-30	$5,061	59	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.