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Capital Advisors Inc’s Prudential Financial PRU Stock Holding History

Capital Advisors Inc’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 		$32.3M Sell
299,287
-160,321
-35% -$16.3M 0.48% 73
2026
Q1 		$44.9M Buy
459,608
+53,912
+13% +$5.58M 0.72% 54
2025
Q4 		$45.8M Buy
405,696
+21,292
+6% +$2.28M 0.74% 55
2025
Q3 		$39.9M Buy
384,404
+85,072
+28% +$8.96M 0.67% 60
2025
Q2 		$32.2M Buy
299,332
+17,034
+6% +$1.76M 0.58% 68
2025
Q1 		$31.5M Buy
282,298
+20,060
+8% +$2.29M 0.63% 65
2024
Q4 		$31.1M Buy
262,238
+12,644
+5% +$1.56M 0.62% 66
2024
Q3 		$30.2M Buy
+249,594
New +$29.5M 0.61% 69
2023
Q1 		– Sell
-2,422
Closed -$241K – 266
2022
Q4 		$241K Buy
+2,422
New +$245K 0.01% 233

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

Capital Advisors Inc's PRU Position: Q2 2026 in Review

Capital Advisors Inc reduced its Prudential Financial (PRU) stake by 35% in Q2 2026, selling an estimated $16.3M and leaving 299,287 shares worth $32.3M. The position accounts for 0.48% of the portfolio, ranked #73.

Capital Advisors Inc first reported a position in PRU in Q4 2022 and has held it in 9 quarters since. The position peaked at $45.8M in Q4 2025. 1,402 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Capital Advisors Inc held 299,287 shares of Prudential Financial worth $32.3M as of Q2 2026.
  • Capital Advisors Inc sold 160,321 Prudential Financial shares in Q2 2026, an estimated $16.3M.
  • Prudential Financial made up 0.48% of Capital Advisors Inc's portfolio in Q2 2026, its #73 holding.
  • Capital Advisors Inc first reported a position in Prudential Financial in Q4 2022 and has held it in 9 quarters since.
  • Capital Advisors Inc's Prudential Financial position peaked at $45.8M in Q4 2025.
  • 1,402 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.