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Capital & Planning LLC’s Prudential Financial PRU Stock Holding History

Capital & Planning LLC’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 		$5.37K Buy
+55
New +$5.7K ﹤0.01% 118
2025
Q1 		– Sell
-85
Closed -$10.1K – 140
2024
Q4 		$10.1K Buy
+85
New +$10.5K 0.01% 96

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital & Planning LLC's PRU Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Prudential Financial (PRU) in Q1 2026: 55 shares worth $5.37K. The stake represents ﹤0.01% of the portfolio and ranks #118 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in PRU as recently as Q4 2024.

Capital & Planning LLC first reported a position in PRU in Q4 2024 and has held it in 2 quarters since. The position peaked at $10.1K in Q4 2024. 1,362 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Capital & Planning LLC held 55 shares of Prudential Financial worth $5.37K as of Q1 2026.
  • Prudential Financial was a new Capital & Planning LLC position in Q1 2026.
  • Prudential Financial made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #118 holding.
  • Capital & Planning LLC first reported a position in Prudential Financial in Q4 2024 and has held it in 2 quarters since.
  • Capital & Planning LLC's Prudential Financial position peaked at $10.1K in Q4 2024.
  • 1,362 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.