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Capital Investment Advisory Services’s Prudential Financial PRU Stock Holding History

Capital Investment Advisory Services’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
Q1 		$297K Sell
3,043
-161
-5% -$16.7K 0.02% 517
2025
Q4 		$362K Sell
3,204
-43
-1% -$4.61K 0.03% 450
2025
Q3 		$337K Buy
3,247
+395
+14% +$41.6K 0.03% 452
2025
Q2 		$306K Buy
2,852
+14
+0.5% +$1.45K 0.03% 449
2025
Q1 		$317K Sell
2,838
-2,612
-48% -$298K 0.03% 420
2024
Q4 		$646K Sell
5,450
-167
-3% -$20.6K 0.06% 246
2024
Q3 		$680K Sell
5,617
-106
-2% -$12.5K 0.06% 249
2024
Q2 		$671K Sell
5,723
-45
-0.8% -$5.19K 0.07% 243
2024
Q1 		$677K Sell
5,768
-1,020
-15% -$110K 0.07% 243
2023
Q4 		$704K Buy
6,788
+171
+3% +$16.4K 0.07% 234
2023
Q3 		$628K Sell
6,617
-8
-0.1% -$757 0.06% 240
2023
Q2 		$584K Buy
6,625
+30
+0.5% +$2.51K 0.06% 248
2023
Q1 		$546K Sell
6,595
-1,449
-18% -$138K 0.06% 250
2022
Q4 		$800K Buy
8,044
+183
+2% +$18.5K 0.09% 192
2022
Q3 		$674K Buy
7,861
+77
+1% +$7.41K 0.09% 202
2022
Q2 		$745K Buy
7,784
+153
+2% +$16.2K 0.09% 193
2022
Q1 		$902K Sell
7,631
-120
-2% -$13.6K 0.1% 190
2021
Q4 		$839K Buy
7,751
+292
+4% +$31.7K 0.1% 198
2021
Q3 		$785K Sell
7,459
-148
-2% -$15.3K 0.1% 193
2021
Q2 		$779K Sell
7,607
-1,521
-17% -$155K 0.1% 198
2021
Q1 		$832K Sell
9,128
-444
-5% -$38K 0.12% 174
2020
Q4 		$747K Buy
9,572
+1,270
+15% +$91.8K 0.11% 191
2020
Q3 		$527K Sell
8,302
-728
-8% -$47.9K 0.1% 193
2020
Q2 		$550K Sell
9,030
-458
-5% -$26.9K 0.11% 172
2020
Q1 		$495K Buy
9,488
+2,684
+39% +$213K 0.12% 160
2019
Q4 		$638K Buy
6,804
+4,294
+171% +$394K 0.17% 127
2019
Q3 		$226K Buy
2,510
+771
+44% +$69.9K 0.06% 251
2019
Q2 		$175K Sell
1,739
-253
-13% -$25.2K 0.05% 295
2019
Q1 		$183K Sell
1,992
-18
-0.9% -$1.66K 0.07% 235
2018
Q4 		$164K Buy
+2,010
New +$185K 0.07% 221

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Investment Advisory Services's PRU Position: Q1 2026 in Review

Capital Investment Advisory Services reduced its Prudential Financial (PRU) stake by 5% in Q1 2026, selling an estimated $16.7K and leaving 3,043 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #517.

Capital Investment Advisory Services first reported a position in PRU in Q4 2018 and has held it in 30 quarters since. The position peaked at $902K in Q1 2022. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Capital Investment Advisory Services held 3,043 shares of Prudential Financial worth $297K as of Q1 2026.
  • Capital Investment Advisory Services sold 161 Prudential Financial shares in Q1 2026, an estimated $16.7K.
  • Prudential Financial made up 0.02% of Capital Investment Advisory Services's portfolio in Q1 2026, its #517 holding.
  • Capital Investment Advisory Services first reported a position in Prudential Financial in Q4 2018 and has held it in 30 quarters since.
  • Capital Investment Advisory Services's Prudential Financial position peaked at $902K in Q1 2022.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.