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Caldwell Sutter Capital’s Prudential Financial PRU Stock Holding History

Caldwell Sutter Capital’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 		$291K Buy
2,700
+271
+11% +$27.6K 0.11% 178
2026
Q1 		$237K Buy
2,429
+318
+15% +$32.9K 0.1% 196
2025
Q4 		$238K Buy
2,111
+138
+7% +$14.8K 0.1% 191
2025
Q3 		$205K Sell
1,973
-61
-3% -$6.42K 0.09% 206
2025
Q2 		$219K Buy
2,034
+20
+1% +$2.07K 0.1% 190
2025
Q1 		$225K Sell
2,014
-130
-6% -$14.8K 0.11% 180
2024
Q4 		$254K Sell
2,144
-43
-2% -$5.31K 0.12% 170
2024
Q3 		$265K Sell
2,187
-119
-5% -$14.1K 0.12% 165
2024
Q2 		$270K Sell
2,306
-177
-7% -$20.4K 0.13% 157
2024
Q1 		$292K Sell
2,483
-48
-2% -$5.17K 0.14% 155
2023
Q4 		$262K Buy
2,531
+67
+3% +$6.43K 0.13% 153
2023
Q3 		$234K Buy
2,464
+172
+8% +$16.3K 0.13% 157
2023
Q2 		$202K Buy
2,292
+1,396
+156% +$117K 0.11% 179
2023
Q1 		$74.1K Buy
+896
New +$85.5K 0.05% 213

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Caldwell Sutter Capital's PRU Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Prudential Financial (PRU) stake by 11% in Q2 2026, buying an estimated $27.6K and bringing the position to 2,700 shares worth $291K. The position accounts for 0.11% of the portfolio, ranked #178.

Caldwell Sutter Capital first reported a position in PRU in Q1 2023 and has held it in 14 quarters since. The position peaked at $292K in Q1 2024. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Caldwell Sutter Capital held 2,700 shares of Prudential Financial worth $291K as of Q2 2026.
  • Caldwell Sutter Capital bought 271 Prudential Financial shares in Q2 2026, an estimated $27.6K.
  • Prudential Financial made up 0.11% of Caldwell Sutter Capital's portfolio in Q2 2026, its #178 holding.
  • Caldwell Sutter Capital first reported a position in Prudential Financial in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's Prudential Financial position peaked at $292K in Q1 2024.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.