Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionBancorpSouth Bank
Latest Disclosed Ownership174,482 shares
Latest Disclosed Value $ 19,695,527
BancorpSouth Bank reports 2.55% decrease in ownership of PRU / Prudential Financial, Inc.

On January 30, 2026 - BancorpSouth Bank filed a 13F-HR form disclosing ownership of 174,482 shares of Prudential Financial, Inc. (MX:PRU) valued at $19,695,527 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 179,041 shares of Prudential Financial, Inc.. This represents a change in shares of -2.55% 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)
2026-01-30 2025-12-31 13F PRUDENTIAL FINL COM 744320102 174,482 -4,559 -2.55 19,696 6.04 1.1526
2025-11-13 2025-09-30 13F PRUDENTIAL FINL COM 744320102 179,041 4,244 2.43 18,574 -1.10 1.1271
2025-08-14 2025-06-30 13F PRUDENTIAL FINL COM 744320102 174,797 2,373 1.38 18,780 -2.47 1.2365
2025-05-14 2025-03-31 13F PRUDENTIAL FINL COM 744320102 172,424 2,475 1.46 19,256 -4.41 1.3752
2025-02-13 2024-12-31 13F PRUDENTIAL FINL COM 744320102 169,949 3,169 1.90 20,144 -0.26 1.3647
2024-11-13 2024-09-30 13F PRUDENTIAL FINL COM 744320102 166,780 3,159 1.93 20,197 5.34 1.3916
2024-08-13 2024-06-30 13F PRUDENTIAL FINL COM 744320102 163,621 2,212 1.37 19,175 1.19 1.4384
2024-05-14 2024-03-31 13F PRUDENTIAL FINL COM 744320102 161,409 541 0.34 18,949 13.58 1.3797
2024-02-13 2023-12-31 13F PRUDENTIAL FINL COM 744320102 160,868 3,008 1.91 16,684 11.38 1.3551
2023-11-13 2023-09-30 13F PRUDENTIAL FINL COM 744320102 157,860 -820 -0.52 14,979 7.01 1.3173
2023-08-14 2023-06-30 13F PRUDENTIAL FINL COM 744320102 158,680 624 0.39 13,999 7.04 1.2197
2023-05-12 2023-03-31 13F PRUDENTIAL FINL COM 744320102 158,056 1,741 1.11 13,078 -15.89 1.2041
2023-02-13 2022-12-31 13F PRUDENTIAL FINL COM 744320102 156,315 712 0.46 15,547 16.47 1.4358
2022-11-10 2022-09-30 13F PRUDENTIAL FINL COM 744320102 155,603 9,833 6.75 13,348 -4.29 1.3830
2022-08-12 2022-06-30 13F PRUDENTIAL FINL COM 744320102 145,770 -775 -0.53 13,947 -19.46 2.0037
2022-05-13 2022-03-31 13F PRUDENTIAL FINL COM 744320102 146,545 2,907 2.02 17,317 11.38 2.1562
2022-02-11 2021-12-31 13F PRUDENTIAL FINL COM 744320102 143,638 3,814 2.73 15,548 5.70 1.9385
2021-11-10 2021-09-30 13F PRUDENTIAL FINL COM 744320102 139,824 -2,294 -1.61 14,709 1.00 2.0517
2021-08-13 2021-06-30 13F PRUDENTIAL FINL COM 744320102 142,118 2,314 1.66 14,563 14.35 2.1147
2021-05-11 2021-03-31 13F PRUDENTIAL FINL COM 744320102 139,804 6,803 5.11 12,736 22.66 1.9330
2021-02-04 2020-12-31 13F PRUDENTIAL FINL COM 744320102 133,001 1,997 1.52 10,383 24.77 1.6281
2020-11-09 2020-09-30 13F PRUDENTIAL FINL COM 744320102 131,004 1,670 1.29 8,322 5.65 1.6371
2020-07-27 2020-06-30 13F PRUDENTIAL FINL COM 744320102 129,334 41,273 46.87 7,877 71.54 1.6255
2020-04-30 2020-03-31 13F PRUDENTIAL FINL COM 744320102 88,061 19,338 28.14 4,592 -28.72 1.1563
2020-02-04 2019-12-31 13F PRUDENTIAL FINL COM 744320102 68,723 885 1.30 6,442 5.57 1.1908
2019-11-06 2019-09-30 13F PRUDENTIAL FINL COM 744320102 67,838 1,958 2.97 6,102 -8.30 0.5743
2019-07-30 2019-06-30 13F PRUDENTIAL FINL COM 744320102 65,880 5,233 8.63 6,654 19.40 0.6437
2019-05-02 2019-03-31 13F PRUDENTIAL FINL COM 744320102 60,647 1,295 2.18 5,573 15.12 0.5609
2019-02-07 2018-12-31 13F PRUDENTIAL FINL COM 744320102 59,352 3,879 6.99 4,841 -13.88 0.5696
2018-10-25 2018-09-30 13F PRUDENTIAL FINL COM 744320102 55,473 1,106 2.03 5,621 10.56 0.5243
2018-08-09 2018-06-30 13F PRUDENTIAL FINL COM 744320102 54,367 371 0.69 5,084 -9.07 0.4609
2018-05-03 2018-03-31 13F PRUDENTIAL FINL COM 744320102 53,996 2,835 5.54 5,591 -4.95 0.5353
2018-02-12 2017-12-31 13F PRUDENTIAL FINL COM 744320102 51,161 51,161 5,882 0.5564
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.