Fidelis Capital Partners’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
Q2
$254K Buy
+2,351
New +$239K 0.01% 467
2026
Q1
– Sell
-1,869
Closed -$211K – 527
2025
Q4
$211K Sell
1,869
-4,898
-72% -$525K 0.02% 464
2025
Q3
$702K Buy
6,767
+4,708
+229% +$496K 0.05% 246
2025
Q2
$214K Buy
+2,059
New +$213K 0.02% 414
2025
Q1
– Sell
-2,012
Closed -$239K – 455
2024
Q4
$239K Buy
2,012
+198
+11% +$24.4K 0.02% 379
2024
Q3
$227K Sell
1,814
-73
-4% -$8.63K 0.03% 368
2024
Q2
$201K Buy
1,887
+163
+9% +$18.8K 0.03% 360
2024
Q1
$202K Buy
+1,724
New +$186K 0.03% 353

Other funds holding PRU

Fidelis Capital Partners's PRU Position: Q2 2026 in Review

Fidelis Capital Partners opened a new position in Prudential Financial (PRU) in Q2 2026: 2,351 shares worth $254K. The stake represents 0.01% of the portfolio and ranks #467 among its holdings. This is a return to the name: Fidelis Capital Partners previously reported a position in PRU as recently as Q4 2025.

Fidelis Capital Partners first reported a position in PRU in Q1 2024 and has held it in 8 quarters since. The position peaked at $702K in Q3 2025. 1,419 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Fidelis Capital Partners held 2,351 shares of Prudential Financial worth $254K as of Q2 2026.
  • Prudential Financial was a new Fidelis Capital Partners position in Q2 2026.
  • Prudential Financial made up 0.01% of Fidelis Capital Partners's portfolio in Q2 2026, its #467 holding.
  • Fidelis Capital Partners first reported a position in Prudential Financial in Q1 2024 and has held it in 8 quarters since.
  • Fidelis Capital Partners's Prudential Financial position peaked at $702K in Q3 2025.
  • 1,419 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.