Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionCornerstone Wealth Management, LLC
Latest Disclosed Ownership5,371 shares
Latest Disclosed Value $ 524,743
Cornerstone Wealth Management, LLC reports 17.91% increase in ownership of PRU / Prudential Financial, Inc.

On April 23, 2026 - Cornerstone Wealth Management, LLC filed a 13F-HR form disclosing ownership of 5,371 shares of Prudential Financial, Inc. (MX:PRU) valued at $524,743 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 4,555 shares of Prudential Financial, Inc.. This represents a change in shares of 17.91% 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 5,371 816 17.91 525 1.95 0.0262
2026-02-05 2025-12-31 13F PRUDENTIAL FINL COM 744320102 4,555 599 15.14 514 25.37 0.0267
2025-11-04 2025-09-30 13F PRUDENTIAL FINL COM 744320102 3,956 62 1.59 410 -1.91 0.0227
2025-08-12 2025-06-30 13F PRUDENTIAL FINL COM 744320102 3,894 123 3.26 418 -0.71 0.0254
2025-04-18 2025-03-31 13F PRUDENTIAL FINL COM 744320102 3,771 -13 -0.34 421 -6.03 0.0285
2025-01-21 2024-12-31 13F PRUDENTIAL FINL COM 744320102 3,784 99 2.69 449 0.45 0.0303
2024-10-16 2024-09-30 13F PRUDENTIAL FINL COM 744320102 3,685 -1 -0.03 446 3.48 0.0314
2024-07-16 2024-06-30 13F PRUDENTIAL FINL COM 744320102 3,686 -15 -0.41 432 -0.69 0.0332
2024-04-19 2024-03-31 13F PRUDENTIAL FINL COM 744320102 3,701 -532 -12.57 434 -1.14 0.0352
2024-01-10 2023-12-31 13F PRUDENTIAL FINL COM 744320102 4,233 490 13.09 439 23.66 0.0378
2023-11-07 2023-09-30 13F PRUDENTIAL FINL COM 744320102 3,743 -40 -1.06 355 6.61 0.0335
2023-07-14 2023-06-30 13F PRUDENTIAL FINL COM 744320102 3,783 -35 -0.92 334 5.71 0.0298
2023-05-15 2023-03-31 13F PRUDENTIAL FINL COM 744320102 3,818 717 23.12 316 18.42 0.0310
2022-10-14 2022-09-30 13F PRUDENTIAL FINL COM 744320102 3,101 1 0.03 266 -10.44 0.0296
2022-08-04 2022-06-30 13F PRUDENTIAL FINL COM 744320102 3,100 -172 -5.26 297 -23.26 0.0329
2022-04-21 2022-03-31 13F PRUDENTIAL FINL COM 744320102 3,272 -69 -2.07 387 8.40 0.0376
2022-02-14 2021-12-31 13F PRUDENTIAL FINL COM 744320102 3,341 -183 -5.19 357 -3.77 0.0340
2021-11-12 2021-09-30 13F PRUDENTIAL FINL COM 744320102 3,524 -241 -6.40 371 -3.89 0.0395
2021-08-09 2021-06-30 13F PRUDENTIAL FINL COM 744320102 3,765 -3,688 -49.48 386 -43.15 0.0406
2021-04-30 2021-03-31 13F PRUDENTIAL FINL COM 744320102 7,453 -441 -5.59 679 10.23 0.0803
2021-01-29 2020-12-31 13F PRUDENTIAL FINL COM 744320102 7,894 -546 -6.47 616 14.93 0.0773
2020-10-13 2020-09-30 13F PRUDENTIAL FINL COM 744320102 8,440 544 6.89 536 11.43 0.0795
2020-07-16 2020-06-30 13F PRUDENTIAL FINL COM 744320102 7,896 1,124 16.60 481 36.26 0.0778
2020-05-13 2020-03-31 13F PRUDENTIAL FINL COM 744320102 6,772 6,772 353 0.0681
2019-08-02 2019-06-30 13F PRUDENTIAL FINL COM 744320102 0 -2,207 -100.00 0 -100.00
2019-05-13 2019-03-31 13F PRUDENTIAL FINL COM 744320102 2,207 2,207 471 0.0572
2019-02-13 2018-12-31 13F PRUDENTIAL FINL COM 744320102 0 -98,373 -100.00 0 -100.00
2018-10-19 2018-09-30 13F PRUDENTIAL FINL COM 744320102 98,373 40,283 69.35 902 46.43 0.0114
2018-07-20 2018-06-30 13F PRUDENTIAL FINL COM 744320102 58,090 58,090 616 0.0069
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.