Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionBragg Financial Advisors, Inc
Latest Disclosed Ownership42,392 shares
Latest Disclosed Value $ 4,141,291
Bragg Financial Advisors, Inc reports 28.54% decrease in ownership of PRU / Prudential Financial, Inc.

On May 15, 2026 - Bragg Financial Advisors, Inc filed a 13F-HR form disclosing ownership of 42,392 shares of Prudential Financial, Inc. (MX:PRU) valued at $4,141,291 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 59,321 shares of Prudential Financial, Inc.. This represents a change in shares of -28.54% 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)
2026-05-15 2026-03-31 13F PRUDENTIAL FINL COM 744320102 42,392 -16,929 -28.54 4,141 -38.16 0.1310
2026-02-13 2025-12-31 13F PRUDENTIAL FINL COM 744320102 59,321 -37,293 -38.60 6,696 -33.19 0.2180
2025-11-13 2025-09-30 13F PRUDENTIAL FINL COM 744320102 96,614 -7,943 -7.60 10,023 -10.78 0.3315
2025-08-14 2025-06-30 13F PRUDENTIAL FINL COM 744320102 104,557 9,027 9.45 11,234 5.30 0.4014
2025-05-14 2025-03-31 13F PRUDENTIAL FINL COM 744320102 95,530 4,280 4.69 10,669 -1.36 0.4388
2025-02-13 2024-12-31 13F PRUDENTIAL FINL COM 744320102 91,250 515 0.57 10,816 -1.57 0.4380
2024-11-14 2024-09-30 13F PRUDENTIAL FINL COM 744320102 90,735 942 1.05 10,988 4.43 0.4522
2024-08-15 2024-06-30 13F PRUDENTIAL FINL COM 744320102 89,793 -1,189 -1.31 10,523 -1.49 0.4696
2024-05-14 2024-03-31 13F/A-1 PRUDENTIAL FINL COM 744320102 90,982 1,725 1.93 10,681 15.40 0.4792
2024-05-14 2024-03-31 13F PRUDENTIAL FINL COM 744320102 90,982 1,725 10,681 0.4792
2024-02-14 2023-12-31 13F PRUDENTIAL FINL COM 744320102 89,257 2,198 2.52 9,257 12.04 0.4403
2023-11-14 2023-09-30 13F PRUDENTIAL FINL COM 744320102 87,059 686 0.79 8,261 8.43 0.4362
2023-08-15 2023-06-30 13F PRUDENTIAL FINL COM 744320102 86,373 2,078 2.47 7,620 9.25 0.4184
2023-05-15 2023-03-31 13F PRUDENTIAL FINL COM 744320102 84,295 2,586 3.16 6,975 -14.18 0.4114
2023-02-15 2022-12-31 13F PRUDENTIAL FINL COM 744320102 81,709 2,513 3.17 8,127 19.62 0.4942
2022-11-14 2022-09-30 13F PRUDENTIAL FINL COM 744320102 79,196 2,051 2.66 6,793 -7.97 0.4685
2022-08-15 2022-06-30 13F PRUDENTIAL FINL COM 744320102 77,145 4,703 6.49 7,381 -13.77 0.4904
2022-05-11 2022-03-31 13F PRUDENTIAL FINL COM 744320102 72,442 6,473 9.81 8,560 23.34 0.4989
2022-02-14 2021-12-31 13F PRUDENTIAL FINL COM 744320102 65,969 0 0.00 6,940 0.00 0.4448
2021-11-15 2021-09-30 13F PRUDENTIAL FINL COM 744320102 65,969 1,403 2.17 6,940 4.90 0.4448
2021-08-16 2021-06-30 13F PRUDENTIAL FINL COM 744320102 64,566 1,986 3.17 6,616 16.05 0.4226
2021-05-14 2021-03-31 13F PRUDENTIAL FINL COM 744320102 62,580 3,453 5.84 5,701 23.51 0.3839
2021-02-11 2020-12-31 13F PRUDENTIAL FINL COM 744320102 59,127 4,520 8.28 4,616 33.06 0.4038
2020-11-13 2020-09-30 13F PRUDENTIAL FINL COM 744320102 54,607 427 0.79 3,469 5.12 0.3555
2020-08-14 2020-06-30 13F PRUDENTIAL FINL COM 744320102 54,180 3,643 7.21 3,300 25.24 0.3674
2020-05-15 2020-03-31 13F PRUDENTIAL FINL COM 744320102 50,537 5,425 12.03 2,635 -37.69 0.3541
2020-02-14 2019-12-31 13F PRUDENTIAL FINL COM 744320102 45,112 2,965 7.03 4,229 11.55 0.4735
2019-11-14 2019-09-30 13F PRUDENTIAL FINL COM 744320102 42,147 3,046 7.79 3,791 -4.00 0.4609
2019-08-14 2019-06-30 13F PRUDENTIAL FINL COM 744320102 39,101 533 1.38 3,949 11.43 0.4867
2019-05-13 2019-03-31 13F PRUDENTIAL FINL COM 744320102 38,568 2,032 5.56 3,544 18.93 0.4604
2019-02-14 2018-12-31 13F PRUDENTIAL FINL COM 744320102 36,536 -365 -0.99 2,980 -20.30 0.4480
2018-11-14 2018-09-30 13F PRUDENTIAL FINL COM 744320102 36,901 2,105 6.05 3,739 14.90 0.5025
2018-08-14 2018-06-30 13F PRUDENTIAL FINL COM 744320102 34,796 3,085 9.73 3,254 -0.91 0.4644
2018-05-14 2018-03-31 13F PRUDENTIAL FINL COM 744320102 31,711 2,085 7.04 3,284 -3.58 0.4804
2018-02-14 2017-12-31 13F PRUDENTIAL FINL COM 744320102 29,626 1,795 6.45 3,406 15.11 0.4891
2017-11-14 2017-09-30 13F PRUDENTIAL FINL COM 744320102 27,831 830 3.07 2,959 0.75 0.4535
2017-08-14 2017-06-30 13F PRUDENTIAL FINL COM 744320102 27,001 -14,967 -35.66 2,937 5.38 0.4634
2017-05-16 2017-03-31 13F PRUDENTIAL FINL COM 744320102 41,968 18,909 82.00 2,787 16.13 0.4469
2017-02-14 2016-12-31 13F PRUDENTIAL FINL COM 744320102 23,059 1,884 8.90 2,400 38.81 0.3957
2016-11-14 2016-09-30 13F PRUDENTIAL FINL COM 744320102 21,175 1,669 8.56 1,729 24.21 0.3088
2016-08-15 2016-06-30 13F PRUDENTIAL FINL COM 744320102 19,506 5,256 36.88 1,392 35.28 0.2509
2016-05-12 2016-03-31 13F PRUDENTIAL FINL COM 744320102 14,250 14,250 1,029 0.1979
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.