Capital Analysts LLC’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $57K | Buy |
584
+13
| +2% | +$1.35K | ﹤0.01% | 919 |
|
|
2025
Q4 | $64K | Buy |
571
+113
| +25% | +$12.1K | ﹤0.01% | 868 |
|
|
2025
Q3 | $48K | Buy |
458
+5
| +1% | +$526 | ﹤0.01% | 889 |
|
|
2025
Q2 | $49K | Buy |
453
+6
| +1% | +$622 | ﹤0.01% | 815 |
|
|
2025
Q1 | $50K | Hold |
447
| – | – | ﹤0.01% | 792 |
|
|
2024
Q4 | $53K | Hold |
447
| – | – | ﹤0.01% | 737 |
|
|
2024
Q3 | $54K | Hold |
447
| – | – | ﹤0.01% | 710 |
|
|
2024
Q2 | $52K | Hold |
447
| – | – | ﹤0.01% | 700 |
|
|
2024
Q1 | $52K | Hold |
447
| – | – | ﹤0.01% | 658 |
|
|
2023
Q4 | $46K | Buy |
+447
| New | +$42.9K | ﹤0.01% | 676 |
|
|
2023
Q3 | – | Sell |
-60
| Closed | -$5K | – | 1193 |
|
|
2023
Q2 | $5K | Sell |
60
-19
| -24% | -$1.59K | ﹤0.01% | 892 |
|
|
2023
Q1 | $7K | Sell |
79
-17
| -18% | -$1.62K | ﹤0.01% | 837 |
|
|
2022
Q4 | $10K | Buy |
96
+36
| +60% | +$3.65K | ﹤0.01% | 856 |
|
|
2022
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 891 |
|
|
2022
Q2 | $6K | Hold |
60
| – | – | ﹤0.01% | 852 |
|
|
2022
Q1 | $7K | Buy |
+60
| New | +$6.82K | ﹤0.01% | 790 |
|
|
2020
Q2 | – | Sell |
-313
| Closed | -$16K | – | 722 |
|
|
2020
Q1 | $16K | Sell |
313
-27
| -8% | -$2.15K | ﹤0.01% | 474 |
|
|
2019
Q4 | $32K | Sell |
340
-37,697
| -99% | -$3.46M | ﹤0.01% | 445 |
|
|
2019
Q3 | $3.42M | Buy |
38,037
+1,405
| +4% | +$127K | 0.36% | 65 |
|
|
2019
Q2 | $3.7M | Sell |
36,632
-120
| -0.3% | -$12K | 0.4% | 60 |
|
|
2019
Q1 | $3.38M | Sell |
36,752
-288
| -0.8% | -$26.6K | 0.39% | 60 |
|
|
2018
Q4 | $3.02M | Sell |
37,040
-289
| -0.8% | -$26.6K | 0.4% | 58 |
|
|
2018
Q3 | $3.78M | Buy |
37,329
+1,466
| +4% | +$145K | 0.43% | 52 |
|
|
2018
Q2 | $3.35M | Buy |
35,863
+426
| +1% | +$43K | 0.4% | 61 |
|
|
2018
Q1 | $3.67M | Buy |
+35,437
| New | +$3.99M | 0.45% | 47 |
|
|
2016
Q1 | – | Sell |
-9,856
| Closed | -$802K | – | 405 |
|
|
2015
Q4 | $802K | Buy |
+9,856
| New | +$815K | 0.16% | 116 |
|
|
2015
Q1 | – | Sell |
-16,300
| Closed | -$1.32M | – | 376 |
|
|
2014
Q4 | $1.47M | Sell |
16,300
-627
| -4% | -$53.9K | 0.32% | 77 |
|
|
2014
Q3 | $1.49M | Buy |
16,927
+252
| +2% | +$22.5K | 0.35% | 70 |
|
|
2014
Q2 | $1.48M | Buy |
16,675
+347
| +2% | +$29.2K | 0.36% | 74 |
|
|
2014
Q1 | $1.38M | Buy |
16,328
+846
| +5% | +$72.8K | 0.36% | 77 |
|
|
2013
Q4 | $1.43M | Buy |
15,482
+1,663
| +12% | +$142K | 0.39% | 65 |
|
|
2013
Q3 | $1.08M | Buy |
+13,819
| New | +$1.08M | 0.32% | 78 |
|
Other funds holding PRU
VCM
VPM
Capital Analysts LLC's PRU Position: Q1 2026 in Review
Capital Analysts LLC increased its Prudential Financial (PRU) stake by 2.3% in Q1 2026, buying an estimated $1.35K and bringing the position to 584 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #919.
Capital Analysts LLC first reported a position in PRU in Q3 2013 and has held it in 32 quarters since. The position peaked at $3.78M in Q3 2018. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.
- Capital Analysts LLC held 584 shares of Prudential Financial worth $57K as of Q1 2026.
- Capital Analysts LLC bought 13 Prudential Financial shares in Q1 2026, an estimated $1.35K.
- Prudential Financial made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #919 holding.
- Capital Analysts LLC first reported a position in Prudential Financial in Q3 2013 and has held it in 32 quarters since.
- Capital Analysts LLC's Prudential Financial position peaked at $3.78M in Q3 2018.
- 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.
Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.