Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionEmpirical Financial Services, LLC d.b.a. Empirical Wealth Management
Latest Disclosed Ownership5,087 shares
Latest Disclosed Value $ 496,908
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reports 11.93% increase in ownership of PRU / Prudential Financial, Inc.

On May 4, 2026 - Empirical Financial Services, LLC d.b.a. Empirical Wealth Management filed a 13F-HR form disclosing ownership of 5,087 shares of Prudential Financial, Inc. (MX:PRU) valued at $496,908 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 4,545 shares of Prudential Financial, Inc.. This represents a change in shares of 11.93% 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)
2026-05-04 2026-03-31 13F PRUDENTIAL FINL COM 744320102 5,087 542 11.93 497 -3.12 0.0059
2026-01-16 2025-12-31 13F PRUDENTIAL FINL COM 744320102 4,545 -151 -3.22 513 5.13 0.0091
2025-11-10 2025-09-30 13F PRUDENTIAL FINL COM 744320102 4,696 -1,140 -19.53 487 -22.33 0.0097
2025-07-21 2025-06-30 13F PRUDENTIAL FINL COM 744320102 5,836 508 9.53 627 5.38 0.0142
2025-05-08 2025-03-31 13F PRUDENTIAL FINL COM 744320102 5,328 309 6.16 595 0.17 0.0153
2025-01-22 2024-12-31 13F PRUDENTIAL FINL COM 744320102 5,019 72 1.46 595 -0.83 0.0161
2024-11-01 2024-09-30 13F PRUDENTIAL FINL COM 744320102 4,947 210 4.43 599 7.93 0.0168
2024-08-09 2024-06-30 13F PRUDENTIAL FINL COM 744320102 4,737 1,289 37.38 555 37.38 0.0164
2024-05-07 2024-03-31 13F PRUDENTIAL FINL COM 744320102 3,448 1,363 65.37 405 87.04 0.0122
2024-02-06 2023-12-31 13F PRUDENTIAL FINL COM 744320102 2,085 2,085 216 0.0072
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.