U.S. Capital Wealth Advisors’s Prudential Financial PRU Stock Holding History

U.S. Capital Wealth 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 Q1	$826K	Sell	8,451 -1,633	-16%	-$169K	0.02%	565
2025 Q4	$1.14M	Sell	10,084 -14,826	-60%	-$1.59M	0.03%	460
2025 Q3	$2.58M	Buy	24,910 +580	+2%	+$61.1K	0.07%	272
2025 Q2	$2.61M	Sell	24,330 -741	-3%	-$76.8K	0.08%	251
2025 Q1	$2.8M	Sell	25,071 -454	-2%	-$51.7K	0.09%	232
2024 Q4	$3.03M	Buy	25,525 +1,399	+6%	+$173K	0.09%	223
2024 Q3	$2.92M	Sell	24,126 -80	-0.3%	-$9.46K	0.1%	190
2024 Q2	$2.84M	Sell	24,206 -3,341	-12%	-$386K	0.11%	182
2024 Q1	$3.23M	Sell	27,547 -3,153	-10%	-$340K	0.12%	168
2023 Q4	$3.18M	Sell	30,700 -66	-0.2%	-$6.33K	0.13%	166
2023 Q3	$2.92M	Sell	30,766 -117	-0.4%	-$11.1K	0.13%	150
2023 Q2	$2.72M	Sell	30,883 -8,561	-22%	-$716K	0.13%	163
2023 Q1	$3.26M	Buy	39,444 +1,426	+4%	+$136K	0.15%	133
2022 Q4	$3.78M	Sell	38,018 -13,505	-26%	-$1.37M	0.18%	124
2022 Q3	$4.42M	Sell	51,523 -645	-1%	-$62.1K	0.22%	98
2022 Q2	$4.99M	Sell	52,168 -1,460	-3%	-$155K	0.22%	92
2022 Q1	$6.34M	Sell	53,628 -4,571	-8%	-$520K	0.23%	91
2021 Q4	$6.3M	Sell	58,199 -11,785	-17%	-$1.28M	0.25%	92
2021 Q3	$7.07M	Buy	+69,984	New	+$7.21M	0.31%	78

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

U.S. Capital Wealth Advisors's PRU Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Prudential Financial (PRU) stake by 16% in Q1 2026, selling an estimated $169K and leaving 8,451 shares worth $826K. The position accounts for 0.02% of the portfolio, ranked #565.

U.S. Capital Wealth Advisors first reported a position in PRU in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.07M in Q3 2021. 1,363 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

U.S. Capital Wealth Advisors held 8,451 shares of Prudential Financial worth $826K as of Q1 2026.
U.S. Capital Wealth Advisors sold 1,633 Prudential Financial shares in Q1 2026, an estimated $169K.
Prudential Financial made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #565 holding.
U.S. Capital Wealth Advisors first reported a position in Prudential Financial in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Prudential Financial position peaked at $7.07M in Q3 2021.
1,363 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.