Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionBKD Wealth Advisors, LLC
Latest Disclosed Ownership5,661 shares
Latest Disclosed Value $ 552,981
BKD Wealth Advisors, LLC reports 2.46% increase in ownership of PRU / Prudential Financial, Inc.

On May 1, 2026 - BKD Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 5,661 shares of Prudential Financial, Inc. (MX:PRU) valued at $552,981 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 5,525 shares of Prudential Financial, Inc.. This represents a change in shares of 2.46% 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)
2026-05-01 2026-03-31 13F PRUDENTIAL FINL COM 744320102 5,661 136 2.46 553 -11.40 0.0105
2026-02-10 2025-12-31 13F PRUDENTIAL FINL COM 744320102 5,525 -607 -9.90 624 -2.04 0.0118
2025-10-30 2025-09-30 13F PRUDENTIAL FINL COM 744320102 6,132 44 0.72 636 -2.75 0.0126
2025-07-29 2025-06-30 13F PRUDENTIAL FINL COM 744320102 6,088 132 2.22 654 -1.65 0.0141
2025-05-13 2025-03-31 13F PRUDENTIAL FINL COM 744320102 5,956 249 4.36 665 -1.63 0.0160
2025-02-04 2024-12-31 13F PRUDENTIAL FINL COM 744320102 5,707 -174 -2.96 676 -5.06 0.0156
2024-11-14 2024-09-30 13F PRUDENTIAL FINL COM 744320102 5,881 340 6.14 712 9.71 0.0164
2024-08-09 2024-06-30 13F PRUDENTIAL FINL COM 744320102 5,541 509 10.12 649 10.00 0.0162
2024-04-19 2024-03-31 13F PRUDENTIAL FINL COM 744320102 5,032 -364 -6.75 591 5.55 0.0150
2024-01-11 2023-12-31 13F PRUDENTIAL FINL COM 744320102 5,396 -681 -11.21 560 -2.95 0.0156
2023-10-26 2023-09-30 13F PRUDENTIAL FINL COM 744320102 6,077 -2,419 -28.47 577 -23.10 0.0174
2023-08-08 2023-06-30 13F PRUDENTIAL FINL COM 744320102 8,496 2,321 37.59 750 46.86 0.0220
2023-04-27 2023-03-31 13F PRUDENTIAL FINL COM 744320102 6,175 175 2.92 511 -14.43 0.0167
2023-02-03 2022-12-31 13F PRUDENTIAL FINL COM 744320102 6,000 0 0.00 597 15.73 0.0209
2022-10-14 2022-09-30 13F PRUDENTIAL FINL COM 744320102 6,000 170 2.92 515 -7.71 0.0208
2022-07-22 2022-06-30 13F PRUDENTIAL FINL COM 744320102 5,830 1,183 25.46 558 1.64 0.0226
2022-05-10 2022-03-31 13F PRUDENTIAL FINL COM 744320102 4,647 635 15.83 549 26.50 0.0233
2022-01-14 2021-12-31 13F PRUDENTIAL FINL COM 744320102 4,012 5 0.12 434 2.84 0.0183
2021-10-14 2021-09-30 13F PRUDENTIAL FINL COM 744320102 4,007 -26 -0.64 422 2.18 0.0194
2021-07-14 2021-06-30 13F PRUDENTIAL FINL COM 744320102 4,033 -293 -6.77 413 4.82 0.0192
2021-04-23 2021-03-31 13F PRUDENTIAL FINL COM 744320102 4,326 -1,076 -19.92 394 -6.64 0.0196
2021-01-22 2020-12-31 13F PRUDENTIAL FINL COM 744320102 5,402 595 12.38 422 38.36 0.0211
2020-11-05 2020-09-30 13F PRUDENTIAL FINL COM 744320102 4,807 425 9.70 305 14.23 0.0178
2020-07-15 2020-06-30 13F PRUDENTIAL FINL COM 744320102 4,382 321 7.90 267 25.94 0.0173
2020-04-10 2020-03-31 13F PRUDENTIAL FINL COM 744320102 4,061 4,061 212 0.0174
2019-04-10 2019-03-31 13F PRUDENTIAL FINL COM 744320102 0 -5,724 -100.00 0 -100.00
2019-01-28 2018-12-31 13F/A-1 PRUDENTIAL FINL COM 744320102 5,724 792 16.06 467 -6.60 0.0477
2019-01-15 2018-12-31 13F PRUDENTIAL FINL COM 744320102 5,724 792 467 0.0432
2018-10-09 2018-09-30 13F PRUDENTIAL FINL COM 744320102 4,932 -220 -4.27 500 3.73 0.0438
2018-07-13 2018-06-30 13F PRUDENTIAL FINL COM 744320102 5,152 -107 -2.03 482 -11.56 0.0468
2018-05-25 2018-03-31 13F/A-1 PRUDENTIAL FINL COM 744320102 5,259 -163 -3.01 545 -12.52 0.0546
2018-04-20 2018-03-31 13F PRUDENTIAL FINL COM 744320102 5,218 -204 552
2018-01-18 2017-12-31 13F PRUDENTIAL FINL COM 744320102 5,422 630 13.15 623 22.40 0.0623
2017-10-13 2017-09-30 13F PRUDENTIAL FINL COM 744320102 4,792 -98 -2.00 509 -3.78 0.0560
2017-07-10 2017-06-30 13F PRUDENTIAL FINL COM 744320102 4,890 860 21.34 529 23.02 0.0600
2017-04-13 2017-03-31 13F PRUDENTIAL FINL COM 744320102 4,030 1,369 51.45 430 55.23 0.0525
2017-01-06 2016-12-31 13F PRUDENTIAL FINL COM 744320102 2,661 -41 -1.52 277 11.24 0.0362
2014-01-13 2013-12-31 13F PRUDENTIAL FINL COM 744320102 2,702 44 1.66 249 19.71 0.0209
2013-11-14 2013-09-30 13F PRUDENTIAL FINL COM 744320102 2,658 2,658 208 0.0208
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.