Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionBell Bank
Latest Disclosed Ownership96,775 shares
Latest Disclosed Value $ 9,453,950
Bell Bank reports 13.28% increase in ownership of PRU / Prudential Financial, Inc.

On April 23, 2026 - Bell Bank filed a 13F-HR form disclosing ownership of 96,775 shares of Prudential Financial, Inc. (MX:PRU) valued at $9,453,950 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 85,432 shares of Prudential Financial, Inc.. This represents a change in shares of 13.28% 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)
2026-04-23 2026-03-31 13F PRUDENTIAL FINL COM 744320102 96,775 11,343 13.28 9,454 -1.97 0.4008
2026-01-14 2025-12-31 13F PRUDENTIAL FINL COM 744320102 85,432 -1,086 -1.26 9,644 7.44 0.4121
2025-10-21 2025-09-30 13F PRUDENTIAL FINL COM 744320102 86,518 4,426 5.39 8,975 1.77 0.3887
2025-07-11 2025-06-30 13F PRUDENTIAL FINL COM 744320102 82,092 3,053 3.86 8,820 -0.09 0.4112
2025-04-18 2025-03-31 13F PRUDENTIAL FINL COM 744320102 79,039 5,324 7.22 8,827 1.03 0.4765
2025-02-03 2024-12-31 13F PRUDENTIAL FINL COM 744320102 73,715 8,593 13.20 8,737 10.79 0.6499
2024-11-06 2024-09-30 13F PRUDENTIAL FINL COM 744320102 65,122 -10,706 -14.12 7,886 -11.25 0.9331
2024-07-31 2024-06-30 13F PRUDENTIAL FINL COM 744320102 75,828 -3,163 -4.00 8,886 -4.17 0.7472
2024-04-23 2024-03-31 13F PRUDENTIAL FINL COM 744320102 78,991 34 0.04 9,274 13.25 0.7975
2024-01-23 2023-12-31 13F PRUDENTIAL FINL COM 744320102 78,957 -54 -0.07 8,189 9.22 0.7892
2023-10-30 2023-09-30 13F PRUDENTIAL FINL COM 744320102 79,011 -1,511 -1.88 7,497 5.55 0.8205
2023-07-27 2023-06-30 13F PRUDENTIAL FINL COM 744320102 80,522 -5,316 -6.19 7,104 0.01 0.7528
2023-04-19 2023-03-31 13F PRUDENTIAL FINL COM 744320102 85,838 1,677 1.99 7,102 -15.15 0.7515
2023-01-31 2022-12-31 13F PRUDENTIAL FINL COM 744320102 84,161 651 0.78 8,371 16.85 0.9726
2022-10-11 2022-09-30 13F PRUDENTIAL FINL COM 744320102 83,510 10,932 15.06 7,163 3.15 0.9161
2022-07-15 2022-06-30 13F PRUDENTIAL FINL COM 744320102 72,578 8,918 14.01 6,944 -7.70 0.8311
2022-04-25 2022-03-31 13F PRUDENTIAL FINL COM 744320102 63,660 8,163 14.71 7,523 25.24 0.8394
2022-02-01 2021-12-31 13F PRUDENTIAL FINL COM 744320102 55,497 8,144 17.20 6,007 20.57 0.6849
2021-10-22 2021-09-30 13F PRUDENTIAL FINL COM 744320102 47,353 2,352 5.23 4,982 8.05 0.6215
2021-07-30 2021-06-30 13F PRUDENTIAL FINL COM 744320102 45,001 1,500 3.45 4,611 16.35 0.6086
2021-05-07 2021-03-31 13F PRUDENTIAL FINL COM 744320102 43,501 1,503 3.58 3,963 20.86 0.5705
2021-02-05 2020-12-31 13F PRUDENTIAL FINL COM 744320102 41,998 1,730 4.30 3,279 28.19 0.5060
2020-11-05 2020-09-30 13F PRUDENTIAL FINL COM 744320102 40,268 -1,885 -4.47 2,558 -0.35 0.4492
2020-08-13 2020-06-30 13F PRUDENTIAL FINL COM 744320102 42,153 6,980 19.84 2,567 39.97 0.4768
2020-05-11 2020-03-31 13F PRUDENTIAL FINL COM 744320102 35,173 3,036 9.45 1,834 -39.13 0.3983
2020-02-13 2019-12-31 13F PRUDENTIAL FINL COM 744320102 32,137 32,137 3,013 0.5448
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.