American Capital Advisory’s Prudential Financial PRU Stock Holding History

American Capital Advisory’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	$1.51K	Sell	14 -2	-13%	-$203	﹤0.01%	697
2026 Q1	$1.56K	Buy	16 +3	+23%	+$311	﹤0.01%	584
2025 Q4	$1.47K	Buy	13 +6	+86%	+$643	﹤0.01%	520
2025 Q3	$727	Sell	7 -2	-22%	-$211	﹤0.01%	605
2025 Q2	$967	Buy	+9	New	+$932	﹤0.01%	502

Other funds holding PRU

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

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Capital Advisory's PRU Position: Q2 2026 in Review

American Capital Advisory reduced its Prudential Financial (PRU) stake by 13% in Q2 2026, selling an estimated $203 and leaving 14 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

American Capital Advisory first reported a position in PRU in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.56K in Q1 2026. 851 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

American Capital Advisory held 14 shares of Prudential Financial worth $1.51K as of Q2 2026.
American Capital Advisory sold 2 Prudential Financial shares in Q2 2026, an estimated $203.
Prudential Financial made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #697 holding.
American Capital Advisory first reported a position in Prudential Financial in Q2 2025 and has held it in 5 quarters since.
American Capital Advisory's Prudential Financial position peaked at $1.56K in Q1 2026.
851 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.