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Capital Investment Advisors’s Prudential Financial PRU Stock Holding History

Capital Investment Advisors’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 		$623K Buy
5,777
+305
+6% +$31K 0.01% 460
2026
Q1 		$535K Sell
5,472
-467
-8% -$48.4K 0.01% 473
2025
Q4 		$670K Buy
5,939
+298
+5% +$32K 0.01% 416
2025
Q3 		$585K Buy
5,641
+11
+0.2% +$1.16K 0.01% 439
2025
Q2 		$605K Buy
5,630
+2,070
+58% +$214K 0.01% 423
2025
Q1 		$398K Sell
3,560
-176
-5% -$20.1K 0.01% 477
2024
Q4 		$443K Buy
3,736
+331
+10% +$40.9K 0.01% 439
2024
Q3 		$412K Buy
3,405
+12
+0.4% +$1.42K 0.01% 447
2024
Q2 		$398K Buy
3,393
+913
+37% +$105K 0.01% 440
2024
Q1 		$291K Sell
2,480
-74
-3% -$7.97K 0.01% 491
2023
Q4 		$265K Buy
+2,554
New +$245K 0.01% 499
2022
Q2 		– Sell
-2,078
Closed -$245K – 588
2022
Q1 		$245K Buy
2,078
+37
+2% +$4.21K 0.01% 508
2021
Q4 		$221K Buy
+2,041
New +$222K 0.01% 536
2020
Q1 		– Sell
-2,389
Closed -$224K – 510
2019
Q4 		$224K Buy
2,389
+87
+4% +$7.99K 0.01% 463
2019
Q3 		$207K Sell
2,302
-212
-8% -$19.2K 0.01% 467
2019
Q2 		$254K Hold
2,514
– – 0.01% 418
2019
Q1 		$231K Sell
2,514
-628
-20% -$57.9K 0.01% 428
2018
Q4 		$256K Buy
3,142
+685
+28% +$63.1K 0.02% 393
2018
Q3 		$249K Buy
2,457
+160
+7% +$15.8K 0.01% 429
2018
Q2 		$215K Buy
2,297
+10
+0.4% +$1.01K 0.01% 443
2018
Q1 		$237K Buy
2,287
+104
+5% +$11.7K 0.02% 424
2017
Q4 		$251K Buy
2,183
+109
+5% +$12.2K 0.02% 409
2017
Q3 		$221K Sell
2,074
-380
-15% -$40.6K 0.02% 418
2017
Q2 		$265K Buy
2,454
+38
+2% +$4.03K 0.02% 387
2017
Q1 		$258K Hold
2,416
– – 0.02% 385
2016
Q4 		$251K Buy
+2,416
New +$229K 0.02% 375

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 $3.38T AUM 44.17% 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 Investment Advisors's PRU Position: Q2 2026 in Review

Capital Investment Advisors increased its Prudential Financial (PRU) stake by 5.6% in Q2 2026, buying an estimated $31K and bringing the position to 5,777 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #460.

Capital Investment Advisors first reported a position in PRU in Q4 2016 and has held it in 26 quarters since. The position peaked at $670K in Q4 2025. 1,419 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Capital Investment Advisors held 5,777 shares of Prudential Financial worth $623K as of Q2 2026.
  • Capital Investment Advisors bought 305 Prudential Financial shares in Q2 2026, an estimated $31K.
  • Prudential Financial made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #460 holding.
  • Capital Investment Advisors first reported a position in Prudential Financial in Q4 2016 and has held it in 26 quarters since.
  • Capital Investment Advisors's Prudential Financial position peaked at $670K in Q4 2025.
  • 1,419 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.