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Davis Capital Management’s Prudential Financial PRU Stock Holding History

Davis Capital Management’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
Q3 		$8.4K Buy
74
+1
+1% +$119 0.01% 270
2026
Q2 		$7.88K Buy
73
+6
+9% +$610 ﹤0.01% 284
2026
Q1 		$6.54K Sell
67
-1
-1% -$104 ﹤0.01% 239
2025
Q4 		$7.67K Hold
68
– – 0.01% 236
2025
Q3 		$7.05K Buy
+68
New +$7.16K ﹤0.01% 238
2025
Q1 		$7.26K Hold
65
– – 0.01% 236
2024
Q4 		$7.7K Hold
65
– – 0.01% 239
2024
Q3 		$7.87K Hold
65
– – 0.01% 249
2024
Q2 		$7.64K Hold
65
– – 0.01% 240
2024
Q1 		$7.56K Hold
65
– – 0.01% 229
2023
Q4 		$6.74K Buy
+65
New +$6.24K 0.01% 227
2020
Q2 		$4K Buy
+63
New +$3.7K 0.01% 227

Other funds holding PRU

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM

Davis Capital Management's PRU Position: Q3 2026 in Review

Davis Capital Management increased its Prudential Financial (PRU) stake by 1.4% in Q3 2026, buying an estimated $119 and bringing the position to 74 shares worth $8.4K. The position accounts for 0.01% of the portfolio, ranked #270.

Davis Capital Management first reported a position in PRU in Q2 2020 and has held it in 12 quarters since. 64 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Davis Capital Management held 74 shares of Prudential Financial worth $8.4K as of Q3 2026.
  • Davis Capital Management bought 1 Prudential Financial share in Q3 2026, an estimated $119.
  • Prudential Financial made up 0.01% of Davis Capital Management's portfolio in Q3 2026, its #270 holding.
  • Davis Capital Management first reported a position in Prudential Financial in Q2 2020 and has held it in 12 quarters since.
  • 64 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.