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Fidelis Capital Partners’s Prudential Financial PRU Stock Holding History

Fidelis Capital Partners’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 		– 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

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

Fidelis Capital Partners's PRU Position: Q1 2026 in Review

Fidelis Capital Partners sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 1,869 shares — an estimated $211K sold.

Fidelis Capital Partners first reported a position in PRU in Q1 2024 and held it in 7 quarters. The position peaked at $702K in Q3 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Fidelis Capital Partners reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
  • Fidelis Capital Partners sold 1,869 Prudential Financial shares in Q1 2026, an estimated $211K.
  • Fidelis Capital Partners first reported a position in Prudential Financial in Q1 2024 and held it in 7 quarters.
  • Fidelis Capital Partners's Prudential Financial position peaked at $702K in Q3 2025.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.