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Capital Advisors Ltd’s Prudential Financial PRU Stock Holding History

Capital Advisors Ltd’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 		$9K Buy
87
+35
+67% +$3.56K ﹤0.01% 878
2026
Q1 		$5K Hold
52
– – ﹤0.01% 965
2025
Q4 		$6K Hold
52
– – ﹤0.01% 916
2025
Q3 		$5K Sell
52
-6
-10% -$632 ﹤0.01% 930
2025
Q2 		$6K Buy
58
+43
+287% +$4.46K ﹤0.01% 898
2025
Q1 		$2K Sell
15
-5
-25% -$570 ﹤0.01% 1082
2024
Q4 		$2K Buy
20
+3
+18% +$370 ﹤0.01% 1106
2024
Q3 		$2K Hold
17
– – ﹤0.01% 1096
2024
Q2 		$2K Sell
17
-3
-15% -$346 ﹤0.01% 1079
2024
Q1 		$2K Buy
20
+6
+43% +$647 ﹤0.01% 1065
2023
Q4 		$1K Hold
14
– – ﹤0.01% 1205
2023
Q3 		$1K Sell
14
-107
-88% -$10.1K ﹤0.01% 1197
2023
Q2 		$11K Buy
121
+14
+13% +$1.17K ﹤0.01% 684
2023
Q1 		$9K Hold
107
– – ﹤0.01% 580
2022
Q4 		$11K Sell
107
-22
-17% -$2.23K ﹤0.01% 545
2022
Q3 		$11K Sell
129
-6
-4% -$578 ﹤0.01% 529
2022
Q2 		$13K Buy
135
+28
+26% +$2.96K ﹤0.01% 474
2022
Q1 		$13K Sell
107
-9
-8% -$1.02K ﹤0.01% 492
2021
Q4 		$13K Buy
+116
New +$12.6K ﹤0.01% 489

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 Ltd's PRU Position: Q2 2026 in Review

Capital Advisors Ltd increased its Prudential Financial (PRU) stake by 67% in Q2 2026, buying an estimated $3.56K and bringing the position to 87 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Capital Advisors Ltd first reported a position in PRU in Q4 2021 and has held it in 19 quarters since. The position peaked at $13K in Q2 2022. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Capital Advisors Ltd held 87 shares of Prudential Financial worth $9K as of Q2 2026.
  • Capital Advisors Ltd bought 35 Prudential Financial shares in Q2 2026, an estimated $3.56K.
  • Prudential Financial made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #878 holding.
  • Capital Advisors Ltd first reported a position in Prudential Financial in Q4 2021 and has held it in 19 quarters since.
  • Capital Advisors Ltd's Prudential Financial position peaked at $13K in Q2 2022.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.