Stokes Capital Advisors
PRU icon

Stokes Capital Advisors’s Prudential Financial PRU Stock Holding History

Stokes Capital Advisors’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 		$403K Hold
3,550
– – 0.09% 84
2026
Q2 		$383K Hold
3,550
– – 0.08% 84
2026
Q1 		$347K Buy
+3,550
New +$368K 0.08% 77

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Geode Capital Management
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return

Stokes Capital Advisors's PRU Position: Q3 2026 in Review

Stokes Capital Advisors held its Prudential Financial (PRU) position steady in Q3 2026 at 3,550 shares worth $403K. The position accounts for 0.09% of the portfolio, ranked #84.

Stokes Capital Advisors first reported a position in PRU in Q1 2026 and has held it in 3 quarters since. 1,256 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Stokes Capital Advisors held 3,550 shares of Prudential Financial worth $403K as of Q3 2026.
  • Stokes Capital Advisors left its Prudential Financial share count unchanged in Q3 2026.
  • Prudential Financial made up 0.09% of Stokes Capital Advisors's portfolio in Q3 2026, its #84 holding.
  • Stokes Capital Advisors first reported a position in Prudential Financial in Q1 2026 and has held it in 3 quarters since.
  • 1,256 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Stokes Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.