Capstone Investment Advisors
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Capstone Investment Advisors’s Prudential Financial PRU Stock Holding History

Capstone 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
Q1 		$6.96M Sell
71,200
-9,200
-11% -$953K 0.01% 365
2025
Q4 		$9.08M Buy
80,400
+74,400
+1,240% +$7.98M 0.02% 280
2025
Q3 		$622K Buy
6,000
+2,200
+58% +$232K ﹤0.01% 1256
2025
Q2 		$408K Sell
3,800
-6,000
-61% -$622K ﹤0.01% 1238
2025
Q1 		$1.09M Sell
9,800
-1,500
-13% -$171K ﹤0.01% 862
2024
Q4 		$1.34M Sell
11,300
-11,800
-51% -$1.46M ﹤0.01% 970
2024
Q3 		$2.8M Buy
23,100
+1,000
+5% +$118K 0.01% 625
2024
Q2 		$2.59M Buy
22,100
+2,500
+13% +$289K 0.01% 631
2024
Q1 		$2.3M Sell
19,600
-9,000
-31% -$970K 0.01% 724
2023
Q4 		$2.97M Buy
28,600
+17,100
+149% +$1.64M 0.01% 689
2023
Q3 		$1.09M Buy
11,500
+900
+8% +$85.1K ﹤0.01% 949
2023
Q2 		$935K Buy
10,600
+1,500
+16% +$126K ﹤0.01% 894
2023
Q1 		$753K Sell
9,100
-20,100
-69% -$1.92M ﹤0.01% 876
2022
Q4 		$2.9M Buy
29,200
+500
+2% +$50.6K 0.02% 578
2022
Q3 		$2.46M Sell
28,700
-1,700
-6% -$164K 0.01% 684
2022
Q2 		$2.91M Sell
30,400
-50,700
-63% -$5.37M 0.01% 621
2022
Q1 		$9.58M Buy
81,100
+13,300
+20% +$1.51M 0.03% 476
2021
Q4 		$7.34M Buy
67,800
+6,300
+10% +$684K 0.01% 710
2021
Q3 		$6.47M Buy
61,500
+8,800
+17% +$907K 0.01% 765
2021
Q2 		$5.4M Buy
52,700
+500
+1% +$51.1K 0.01% 715
2021
Q1 		$4.75M Sell
52,200
-3,600
-6% -$308K 0.01% 659
2020
Q4 		$4.36M Buy
55,800
+2,300
+4% +$166K 0.01% 636
2020
Q3 		$3.4M Buy
53,500
+8,500
+19% +$559K 0.02% 626
2020
Q2 		$2.74M Buy
45,000
+3,500
+8% +$205K 0.02% 610
2020
Q1 		$2.16M Sell
41,500
-19,000
-31% -$1.51M 0.03% 491
2019
Q4 		$5.67M Buy
60,500
+4,400
+8% +$404K 0.03% 517
2019
Q3 		$5.05M Buy
56,100
+24,600
+78% +$2.23M 0.03% 433
2019
Q2 		$3.18M Buy
31,500
+3,700
+13% +$369K 0.02% 604
2019
Q1 		$2.55M Buy
27,800
+12,800
+85% +$1.18M 0.02% 519
2018
Q4 		$1.22M Buy
15,000
+9,600
+178% +$884K 0.02% 551
2018
Q3 		$547K Buy
+5,400
New +$532K 0.01% 772

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

Capstone Investment Advisors's PRU Position: Q1 2026 in Review

Capstone Investment Advisors increased its Prudential Financial (PRU) stake by 20% in Q1 2026, buying an estimated $323K and bringing the position to 18,658 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Capstone Investment Advisors first reported a position in PRU in Q3 2015 and has held it in 28 quarters since. The position peaked at $6.86M in Q3 2020. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Capstone Investment Advisors held 18,658 shares of Prudential Financial worth $1.82M as of Q1 2026.
  • Capstone Investment Advisors bought 3,119 Prudential Financial shares in Q1 2026, an estimated $323K.
  • Prudential Financial made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #676 holding.
  • Capstone Investment Advisors first reported a position in Prudential Financial in Q3 2015 and has held it in 28 quarters since.
  • Capstone Investment Advisors's Prudential Financial position peaked at $6.86M in Q3 2020.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.