Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionBoston Private Wealth Llc
Latest Disclosed Ownership6,093 shares
Latest Disclosed Value $ 595,224
Boston Private Wealth Llc reports 2.07% decrease in ownership of PRU / Prudential Financial, Inc.

On April 17, 2026 - Boston Private Wealth Llc filed a 13F-HR form disclosing ownership of 6,093 shares of Prudential Financial, Inc. (MX:PRU) valued at $595,224 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 6,222 shares of Prudential Financial, Inc.. This represents a change in shares of -2.07% 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)
2026-04-17 2026-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 6,093 -129 -2.07 595 -15.24 0.0104
2026-02-04 2025-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 6,222 313 5.30 702 14.71 0.0414
2025-11-06 2025-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 5,909 -1,074 -15.38 613 -18.40 0.0330
2025-08-14 2025-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 6,983 6,983 750 0.0402
2025-05-14 2025-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 0 -11,397 -100.00 0 -100.00
2025-02-05 2024-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 11,397 11,397 1,351 0.0252
2024-10-18 2024-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 0 -15,307 -100.00 0 -100.00
2024-08-06 2024-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 15,307 -893 -5.51 1,794 -5.68 0.0444
2024-05-15 2024-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 16,200 -33 -0.20 1,902 12.95 0.0424
2024-01-30 2023-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 16,233 293 1.84 1,683 11.31 0.0410
2023-10-23 2023-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 15,940 -117 -0.73 1,513 6.78 0.0332
2023-07-24 2023-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 16,057 3,502 27.89 1,417 36.42 0.0256
2023-05-12 2023-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 12,555 -4,130 -24.75 1,039 -37.43 0.0145
2023-02-10 2022-12-31 13F Prudential Financial COM 744320102 16,685 263 1.60 1,659 17.83 0.0224
2022-11-09 2022-09-30 13F Prudential Financial COM 744320102 16,422 3,577 27.85 1,408 14.56 0.0206
2022-08-16 2022-06-30 13F Prudential Financial COM 744320102 12,845 2,380 22.74 1,229 -0.57 0.0189
2022-05-13 2022-03-31 13F Prudential Financial COM 744320102 10,465 3,348 47.04 1,236 60.31 0.0166
2022-02-15 2021-12-31 13F Prudential Financial COM 744320102 7,117 -1,341 -15.85 771 -13.27 0.0126
2021-11-09 2021-09-30 13F Prudential Financial COM 744320102 8,458 2,018 31.34 889 34.70 0.0114
2021-08-13 2021-06-30 13F Prudential Financial COM 744320102 6,440 1,148 21.69 660 36.93 0.0084
2021-05-11 2021-03-31 13F Prudential Financial COM 744320102 5,292 114 2.20 482 19.31 0.0067
2021-02-10 2020-12-31 13F Prudential Financial COM 744320102 5,178 562 12.18 404 37.41 0.0059
2020-11-10 2020-09-30 13F Prudential Financial COM 744320102 4,616 -46 -0.99 294 3.52 0.0048
2020-08-05 2020-06-30 13F Prudential Financial COM 744320102 4,662 4,662 284 0.0053
2020-05-11 2020-03-31 13F Prudential Financial COM 744320102 0 -4,464 -100.00 0 -100.00
2020-02-13 2019-12-31 13F Prudential Financial COM 744320102 4,464 -3,755 -45.69 418 -43.44 0.0076
2019-11-01 2019-09-30 13F Prudential Financial COM 744320102 8,219 -20,239 -71.12 739 -74.29 0.0147
2019-07-10 2019-06-30 13F Prudential Financial COM 744320102 28,458 -1,817 -6.00 2,874 3.31 0.0965
2019-05-14 2019-03-31 13F Prudential Financial COM 744320102 30,275 -3,813 -11.19 2,782 0.07 0.1099
2019-02-14 2018-12-31 13F Prudential Financial COM 744320102 34,088 -3,790 -10.01 2,780 -27.57 0.1186
2018-11-13 2018-09-30 13F Prudential Financial COM 744320102 37,878 -1,514 -3.84 3,838 4.18 0.1357
2018-08-14 2018-06-30 13F Prudential Financial COM 744320102 39,392 1,020 2.66 3,684 -7.27 0.1413
2018-05-11 2018-03-31 13F Prudential Financial COM 744320102 38,372 19,937 108.15 3,973 87.41 0.1524
2018-02-13 2017-12-31 13F Prudential Financial COM 744320102 18,435 -1,912 -9.40 2,120 -1.99 0.0798
2017-11-13 2017-09-30 13F Prudential Financial COM 744320102 20,347 -812 -3.84 2,163 -5.46 0.0832
2017-08-04 2017-06-30 13F Prudential Financial COM 744320102 21,159 -1,169 -5.24 2,288 -3.95 0.0898
2017-05-11 2017-03-31 13F Prudential Financial COM 744320102 22,328 -808 -3.49 2,382 -1.08 0.0949
2017-02-15 2016-12-31 13F Prudential Financial COM 744320102 23,136 -496 -2.10 2,408 24.77 0.0996
2016-11-15 2016-09-30 13F/A-1 Prudential Financial COM 744320102 23,632 9,907 72.18 1,930 97.14 0.0785
2016-11-14 2016-09-30 13F Prudential Financial COM 744320102 13,725 0 979 0.0399
2016-08-01 2016-06-30 13F Prudential Financial COM 744320102 13,725 -77 -0.56 979 -1.81 0.0399
2016-05-13 2016-03-31 13F Prudential Financial COM 744320102 13,802 -1,190 -7.94 997 -18.28 0.0406
2016-02-12 2015-12-31 13F Prudential Financial COM 744320102 14,992 -4,032 -21.19 1,220 -15.86 0.0481
2015-11-12 2015-09-30 13F Prudential Financial COM 744320102 19,024 -938 -4.70 1,450 -17.00 0.0562
2015-08-13 2015-06-30 13F Prudential Financial COM 744320102 19,962 -241 -1.19 1,747 7.64 0.0578
2015-05-12 2015-03-31 13F Prudential Financial COM 744320102 20,203 4,421 28.01 1,623 13.66 0.0524
2015-02-10 2014-12-31 13F Prudential Financial COM 744320102 15,782 15,782 1,428 0.0462
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.