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Cape Investment Advisory’s Prudential Financial PRU Stock Holding History

Cape Investment 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 		$35.7K Buy
+330
New +$33.6K 0.01% 579
2026
Q1 		– Sell
-272
Closed -$30.7K – 933
2025
Q4 		$30.7K Buy
272
+234
+616% +$25.1K 0.01% 519
2025
Q3 		$3.94K Sell
38
-239
-86% -$25.2K ﹤0.01% 563
2025
Q2 		$29.8K Buy
277
+2
+0.7% +$207 0.01% 448
2025
Q1 		$30.7K Buy
275
+1
+0.4% +$114 0.01% 410
2024
Q4 		$32.5K Buy
274
+48
+21% +$5.93K 0.01% 406
2024
Q3 		$27.4K Buy
226
+134
+146% +$15.8K 0.01% 405
2024
Q2 		$10.8K Hold
92
– – ﹤0.01% 508
2024
Q1 		$10.8K Hold
92
– – 0.01% 529
2023
Q4 		$9.54K Hold
92
– – ﹤0.01% 677
2023
Q3 		$8.73K Hold
92
– – ﹤0.01% 579
2023
Q2 		$8.12K Hold
92
– – ﹤0.01% 588
2023
Q1 		$7.61K Buy
+92
New +$8.78K ﹤0.01% 589

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

Cape Investment Advisory's PRU Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Prudential Financial (PRU) in Q2 2026: 330 shares worth $35.7K. The stake represents 0.01% of the portfolio and ranks #579 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in PRU as recently as Q4 2025.

Cape Investment Advisory first reported a position in PRU in Q1 2023 and has held it in 13 quarters since. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Cape Investment Advisory held 330 shares of Prudential Financial worth $35.7K as of Q2 2026.
  • Prudential Financial was a new Cape Investment Advisory position in Q2 2026.
  • Prudential Financial made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #579 holding.
  • Cape Investment Advisory first reported a position in Prudential Financial in Q1 2023 and has held it in 13 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.