Clearstead Advisors, LLC

Position in PRU — Prudential Financial Inc

CIK 842775 CLEVELAND, OH

Position in PRU

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

Position Value

$1,782,463

+$145,961 QoQ

Shares Held

16,515

-1.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#408

of 1,403 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Clearstead Advisors, LLC holds $7,129,491 across 16 Insurance - Life names. PRU ranks #2 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	18,633	$2,184,719
2	PRU	Prudential Financial Inc This page	16,515	$1,782,463
3	GL	Globe Life Inc.	5,798	$1,035,986
4	MFC	Manulife Financial Corp	22,584	$914,877
5	UNM	Unum Group	6,298	$563,041
6	MET	Metlife Inc	4,977	$421,103
7	LNC	Lincoln National Corp	3,304	$116,796
8	GNW	Genworth Financial Inc	3,981	$37,700

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,782,463	16,515	-1.4%	Shares	Sole	2026-08-06
2026-03-31	$1,636,502	16,752	+6.0%	Shares	Sole	2026-05-06
2025-12-31	$1,783,278	15,798	+3.3%	Shares	Sole	2026-02-09
2025-09-30	$1,586,495	15,293	+3.3%	Shares	Sole	2025-11-10
2025-06-30	$1,589,897	14,798	+7.0%	Shares	Sole	2025-08-08
2025-03-31	$1,544,311	13,828	-3.6%	Shares	Sole	2025-05-13
2024-12-31	$1,699,838	14,341	+0.5%	Shares	Sole	2025-02-10
2024-09-30	$1,728,460	14,273	+1.6%	Shares	Sole	2024-11-13
2024-06-30	$1,646,050	14,046	+324.2%	Shares	Sole	2024-08-12
2024-03-31	$388,711	3,311	-0.5%	Shares	Sole	2024-05-14
2023-12-31	$345,250	3,329	-20.3%	Shares	Sole	2024-02-12
2023-09-30	$396,165	4,175	+1.5%	Shares	Sole	2023-11-07
2023-06-30	$362,760	4,112	+3.8%	Shares	Sole	2023-08-07
2023-03-31	$327,733	3,961	-10.7%	Shares	Sole	2023-05-09
2022-12-31	$441,403	4,438	-2.8%	Shares	Sole	2023-02-14
2022-09-30	$391,671	4,566	+0.4%	Shares	Sole	2022-11-15
2022-06-30	$435,248	4,549	+8.3%	Shares	Sole	2022-08-12
2022-03-31	$496,550	4,202	+27.9%	Shares	Sole	2022-05-04
2021-12-31	$355,676	3,286	+5.4%	Shares	Sole	2022-02-14
2021-09-30	$328,013	3,118	0.0%	Shares	Sole	2021-11-12
2021-06-30	$319,501	3,118	+8.3%	Shares	Sole	2021-08-12
2021-03-31	$262,276	2,879	0.0%	Shares	Sole	2021-05-14
2020-12-31	$224,763	2,879	0.0%	Shares	Sole	2021-02-11
2020-09-30	$182,874	2,879	-1.0%	Shares	Sole	2020-11-12
2020-06-30	$177,158	2,909	+30.6%	Shares	Sole	2020-08-11
2020-03-31	$116,115	2,227	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.