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Capital A Wealth Management’s Prudential Financial PRU Stock Holding History

Capital A Wealth Management’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
2025
Q2 		$39K Buy
376
+368
+4,600% +$38.1K 0.44% 72
2025
Q1 		$893 Sell
8
-4
-33% -$456 ﹤0.01% 545
2024
Q4 		$1.42K Buy
+12
New +$1.48K ﹤0.01% 514

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital A Wealth Management's PRU Position: Q2 2025 in Review

Capital A Wealth Management increased its Prudential Financial (PRU) stake by 4,600% in Q2 2025, buying an estimated $38.1K and bringing the position to 376 shares worth $39K. The position accounts for 0.44% of the portfolio, ranked #72.

Capital A Wealth Management first reported a position in PRU in Q4 2024 and has held it in 3 quarters since. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • Capital A Wealth Management held 376 shares of Prudential Financial worth $39K as of Q2 2025.
  • Capital A Wealth Management bought 368 Prudential Financial shares in Q2 2025, an estimated $38.1K.
  • Prudential Financial made up 0.44% of Capital A Wealth Management's portfolio in Q2 2025, its #72 holding.
  • Capital A Wealth Management first reported a position in Prudential Financial in Q4 2024 and has held it in 3 quarters since.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.