Prime Capital 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
Q2
$546K Sell
5,058
-997
-16% -$101K 0.01% 675
2026
Q1
$591K Buy
6,055
+283
+5% +$29.3K 0.01% 632
2025
Q4
$652K Buy
5,772
+722
+14% +$77.4K 0.01% 577
2025
Q3
$524K Sell
5,050
-292
-5% -$30.7K 0.01% 618
2025
Q2
$574K Sell
5,342
-595
-10% -$61.6K 0.01% 575
2025
Q1
$663K Buy
5,937
+808
+16% +$92.1K 0.01% 594
2024
Q4
$608K Sell
5,129
-270
-5% -$33.3K 0.01% 529
2024
Q3
$654K Sell
5,399
-1,511
-22% -$179K 0.01% 523
2024
Q2
$810K Buy
6,910
+1,128
+20% +$130K 0.01% 475
2024
Q1
$679K Sell
5,782
-4,830
-46% -$520K 0.01% 547
2023
Q4
$1.1M Buy
10,612
+3,120
+42% +$299K 0.02% 414
2023
Q3
$711K Sell
7,492
-14
-0.2% -$1.32K 0.01% 397
2023
Q2
$662K Buy
+7,506
New +$628K 0.01% 423
2023
Q1
Sell
-4,458
Closed -$443K 633
2022
Q4
$443K Buy
+4,458
New +$451K 0.02% 349
2021
Q2
Sell
-388
Closed -$35K 500
2021
Q1
$35K Buy
388
+156
+67% +$13.4K ﹤0.01% 363
2020
Q4
$18K Buy
232
+5
+2% +$361 ﹤0.01% 383
2020
Q3
$14K Buy
227
+1
+0.4% +$66 ﹤0.01% 389
2020
Q2
$14K Sell
226
-86
-28% -$5.05K ﹤0.01% 401
2020
Q1
$16K Buy
+312
New +$24.8K ﹤0.01% 373
2018
Q4
Sell
-105
Closed -$11K 414
2018
Q3
$11K Buy
+105
New +$10.3K ﹤0.01% 238
2018
Q2
Sell
-105
Closed -$11K 372
2018
Q1
$11K Hold
105
0.01% 204
2017
Q4
$12K Buy
+105
New +$11.8K 0.01% 198

Other funds holding PRU

Prime Capital Investment Advisors's PRU Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Prudential Financial (PRU) stake by 16% in Q2 2026, selling an estimated $101K and leaving 5,058 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #675.

Prime Capital Investment Advisors first reported a position in PRU in Q4 2017 and has held it in 22 quarters since. The position peaked at $1.1M in Q4 2023. 1,079 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Prime Capital Investment Advisors held 5,058 shares of Prudential Financial worth $546K as of Q2 2026.
  • Prime Capital Investment Advisors sold 997 Prudential Financial shares in Q2 2026, an estimated $101K.
  • Prudential Financial made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #675 holding.
  • Prime Capital Investment Advisors first reported a position in Prudential Financial in Q4 2017 and has held it in 22 quarters since.
  • Prime Capital Investment Advisors's Prudential Financial position peaked at $1.1M in Q4 2023.
  • 1,079 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.