Capstone Investment Advisors’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 | $10.4M | Buy |
106,500
+12,700
| +14% | +$1.32M | 0.02% | 274 |
|
|
2025
Q4 | $10.6M | Buy |
93,800
+70,500
| +303% | +$7.56M | 0.02% | 258 |
|
|
2025
Q3 | $2.42M | Buy |
23,300
+7,400
| +47% | +$779K | ﹤0.01% | 705 |
|
|
2025
Q2 | $1.71M | Sell |
15,900
-22,300
| -58% | -$2.31M | ﹤0.01% | 692 |
|
|
2025
Q1 | $4.27M | Sell |
38,200
-63,300
| -62% | -$7.21M | 0.01% | 494 |
|
|
2024
Q4 | $12M | Buy |
101,500
+19,400
| +24% | +$2.4M | 0.03% | 323 |
|
|
2024
Q3 | $9.94M | Buy |
82,100
+1,900
| +2% | +$225K | 0.03% | 301 |
|
|
2024
Q2 | $9.4M | Buy |
80,200
+30,700
| +62% | +$3.54M | 0.03% | 322 |
|
|
2024
Q1 | $5.81M | Sell |
49,500
-34,000
| -41% | -$3.66M | 0.02% | 398 |
|
|
2023
Q4 | $8.66M | Buy |
83,500
+42,800
| +105% | +$4.11M | 0.03% | 378 |
|
|
2023
Q3 | $3.86M | Buy |
40,700
+5,600
| +16% | +$530K | 0.02% | 502 |
|
|
2023
Q2 | $3.1M | Buy |
35,100
+1,200
| +4% | +$100K | 0.02% | 510 |
|
|
2023
Q1 | $2.8M | Sell |
33,900
-44,500
| -57% | -$4.25M | 0.01% | 500 |
|
|
2022
Q4 | $7.8M | Buy |
78,400
+2,700
| +4% | +$273K | 0.06% | 282 |
|
|
2022
Q3 | $6.49M | Sell |
75,700
-7,000
| -8% | -$674K | 0.04% | 344 |
|
|
2022
Q2 | $7.91M | Sell |
82,700
-107,400
| -56% | -$11.4M | 0.04% | 305 |
|
|
2022
Q1 | $22.5M | Sell |
190,100
-173,900
| -48% | -$19.8M | 0.06% | 236 |
|
|
2021
Q4 | $39.4M | Buy |
364,000
+93,000
| +34% | +$10.1M | 0.07% | 261 |
|
|
2021
Q3 | $28.5M | Buy |
271,000
+7,100
| +3% | +$732K | 0.06% | 323 |
|
|
2021
Q2 | $27M | Buy |
263,900
+68,100
| +35% | +$6.96M | 0.06% | 290 |
|
|
2021
Q1 | $17.8M | Sell |
195,800
-28,200
| -13% | -$2.41M | 0.05% | 320 |
|
|
2020
Q4 | $17.5M | Buy |
224,000
+29,200
| +15% | +$2.11M | 0.06% | 268 |
|
|
2020
Q3 | $12.4M | Buy |
194,800
+21,100
| +12% | +$1.39M | 0.06% | 263 |
|
|
2020
Q2 | $10.6M | Buy |
173,700
+19,500
| +13% | +$1.14M | 0.07% | 246 |
|
|
2020
Q1 | $8.04M | Sell |
154,200
-29,900
| -16% | -$2.38M | 0.13% | 165 |
|
|
2019
Q4 | $17.3M | Buy |
184,100
+24,000
| +15% | +$2.2M | 0.09% | 229 |
|
|
2019
Q3 | $14.4M | Buy |
160,100
+30,600
| +24% | +$2.77M | 0.1% | 207 |
|
|
2019
Q2 | $13.1M | Buy |
129,500
+42,800
| +49% | +$4.27M | 0.09% | 226 |
|
|
2019
Q1 | $7.97M | Buy |
86,700
+46,000
| +113% | +$4.24M | 0.07% | 260 |
|
|
2018
Q4 | $3.32M | Buy |
40,700
+17,500
| +75% | +$1.61M | 0.04% | 336 |
|
|
2018
Q3 | $2.35M | Buy |
23,200
+21,500
| +1,265% | +$2.12M | 0.03% | 394 |
|
|
2018
Q2 | $159K | Buy |
+1,700
| New | +$172K | ﹤0.01% | 601 |
|
Other funds holding PRU
VCM
VPM
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.