Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionAustin Private Wealth, LLC
Latest Disclosed Ownership5,677 shares
Latest Disclosed Value $ 640,820
Austin Private Wealth, LLC reports 3.48% increase in ownership of PRU / Prudential Financial, Inc.

On January 20, 2026 - Austin Private Wealth, LLC filed a 13F-HR form disclosing ownership of 5,677 shares of Prudential Financial, Inc. (MX:PRU) valued at $640,820 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 17, 2025 disclosing 5,486 shares of Prudential Financial, Inc.. This represents a change in shares of 3.48% 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)
2026-01-20 2025-12-31 13F PRUDENTIAL FINL COM 744320102 5,677 191 3.48 641 12.48 0.0476
2025-10-17 2025-09-30 13F PRUDENTIAL FINL COM 744320102 5,486 561 11.39 569 7.56 0.0432
2025-08-01 2025-06-30 13F PRUDENTIAL FINL COM 744320102 4,925 369 8.10 529 4.13 0.0417
2025-05-12 2025-03-31 13F PRUDENTIAL FINL COM 744320102 4,556 849 22.90 509 15.72 0.0455
2025-01-23 2024-12-31 13F PRUDENTIAL FINL COM 744320102 3,707 520 16.32 439 14.03 0.0407
2024-10-30 2024-09-30 13F PRUDENTIAL FINL COM 744320102 3,187 137 4.49 386 7.84 0.0371
2024-07-16 2024-06-30 13F/A-1 PRUDENTIAL FINL COM 744320102 3,050 361 13.43 357 13.69 0.0385
2024-07-12 2024-06-30 13F PRUDENTIAL FINL COM 744320102 3,050 361 357 0.0384
2024-04-12 2024-03-31 13F PRUDENTIAL FINL COM 744320102 2,689 237 9.67 314 23.62 0.0362
2024-01-18 2023-12-31 13F PRUDENTIAL FINL COM 744320102 2,452 40 1.66 254 11.40 0.0321
2023-11-08 2023-09-30 13F PRUDENTIAL FINL COM 744320102 2,412 2,412 229 0.0331
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.