Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionArete Wealth Advisors, LLC
Latest Disclosed Ownership14,461 shares
Latest Disclosed Value $ 1,411,051
Arete Wealth Advisors, LLC reports 9.55% decrease in ownership of PRU / Prudential Financial, Inc.

On May 20, 2026 - Arete Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 14,461 shares of Prudential Financial, Inc. (MX:PRU) valued at $1,411,051 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 15,988 shares of Prudential Financial, Inc.. This represents a change in shares of -9.55% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-20 2026-03-31 13F/A-1 PRUDENTIAL FINL EQUITY 744320102 14,461 -1,527 -9.55 1,411 141,000.00 0.1057
2026-05-16 2026-03-31 13F PRUDENTIAL FINL EQUITY 744320102 14,461 -1,527 1,411 0.1052
2026-02-13 2025-12-31 13F PRUDENTIAL FINL COM 744320102 15,988 1,992 14.23 2 0.00 0.1099
2025-11-12 2025-09-30 13F PRUDENTIAL FINL COM 744320102 13,996 576 4.29 1 0.00 0.0910
2025-08-14 2025-06-30 13F PRUDENTIAL FINL COM 744320102 13,420 964 7.74 1 0.00 0.1024
2025-05-16 2025-03-31 13F PRUDENTIAL FINL COM 744320102 12,456 92 0.74 1 0.00 0.1063
2025-02-12 2024-12-31 13F PRUDENTIAL FINL COM 744320102 12,364 1,754 16.53 1 0.00 0.1057
2024-11-18 2024-09-30 13F/A-1 PRUDENTIAL FINL COM 744320102 10,610 -1,001 -8.62 1 0.00 0.1097
2024-11-18 2024-09-30 13F/A-1 PRUDENTIAL FINL COM 744320102 10,610 -1,001 1 0.1097
2024-11-14 2024-09-30 13F RECURSION PHARMACEUTICALS IN COM 744320102 10,610 -1,001 1 0.1097
2024-08-14 2024-06-30 13F PRUDENTIAL FINL COM 744320102 11,611 -649 -5.29 1 -99.93 0.1117
2024-05-16 2024-03-31 13F PLANET LABS PBC COM CL A 744320102 12,260 -366 -2.90 1,439 9.93 0.1330
2024-02-14 2023-12-31 13F PRUDENTIAL FINL COM 744320102 12,626 -369 -2.84 1,309 6.16 0.0999
2023-10-30 2023-09-30 13F PRUDENTIAL FINL COM 744320102 12,995 439 3.50 1,233 123,200.00 0.2134
2023-08-09 2023-06-30 13F PRUDENTIAL FINL COM 744320102 12,556 1,732 16.00 1 0.0979
2023-05-22 2023-03-31 13F/A-1 PRUDENTIAL FINL COM 744320102 10,824 731 7.24 1 -100.00 0.0729
2023-05-01 2023-03-31 13F PRUDENTIAL FINL COM 744320102 10,824 731 895,581 0.0729
2023-02-06 2022-12-31 13F PRUDENTIAL FINL COM 744320102 10,093 1,641 19.42 1,004 38.34 0.0878
2022-11-07 2022-09-30 13F PRUDENTIAL FINL COM 744320102 8,452 2,587 44.11 725 29.23 0.0709
2022-08-15 2022-06-30 13F PRUDENTIAL FINL COM 744320102 5,865 439 8.09 561 -12.48 0.0567
2022-05-06 2022-03-31 13F PRUDENTIAL FINL COM 744320102 5,426 764 16.39 641 25.44 0.0537
2022-02-07 2021-12-31 13F PRUDENTIAL FINL COM 744320102 4,662 766 19.66 511 24.63 0.0436
2021-11-15 2021-09-30 13F PRUDENTIAL FINL COM 744320102 3,896 658 20.32 410 86.36 0.0452
2021-08-09 2021-06-30 13F PRUDENTIAL FINL COM 744320102 3,238 566 21.18 220 -9.47 0.0309
2021-05-10 2021-03-31 13F PRUDENTIAL FINL COM 744320102 2,672 2,672 243 0.0311
2020-02-14 2019-12-31 13F PRUDENTIAL FINL COM 744320102 0 -3,342 -100.00 0 -100.00
2019-11-13 2019-09-30 13F PRUDENTIAL FINL COM 744320102 3,342 -1,461 -30.42 301 -37.94 0.0575
2019-08-14 2019-06-30 13F PRUDENTIAL FINL COM 744320102 4,803 1,001 26.33 485 38.97 0.0941
2019-05-15 2019-03-31 13F PRUDENTIAL FINL COM 744320102 3,802 -59 -1.53 349 10.79 0.0728
2019-02-14 2018-12-31 13F PRUDENTIAL FINL COM 744320102 3,861 -602 -13.49 315 -30.31 0.0766
2018-11-14 2018-09-30 13F PRUDENTIAL FINL COM 744320102 4,463 895 25.08 452 35.33 0.1003
2018-08-14 2018-06-30 13F PRUDENTIAL FINL COM 744320102 3,568 3,568 334 0.0796
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.