Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership8,826 shares
Latest Disclosed Value $ 862,218
EP Wealth Advisors, Inc. reports 13.65% decrease in ownership of PRU / Prudential Financial, Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 8,826 shares of Prudential Financial, Inc. (MX:PRU) valued at $862,218 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 10,221 shares of Prudential Financial, Inc.. This represents a change in shares of -13.65% 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)
2026-05-14 2026-03-31 13F PRUDENTIAL FINL COM 744320102 8,826 -1,395 -13.65 862 -25.24 0.0042
2026-02-18 2025-12-31 13F PRUDENTIAL FINL COM 744320102 10,221 -1,985 -16.26 1,154 -12.05 0.0060
2025-08-14 2025-06-30 13F PRUDENTIAL FINL COM 744320102 12,206 1,118 10.08 1,311 5.90 0.0086
2025-05-15 2025-03-31 13F PRUDENTIAL FINL COM 744320102 11,088 3,446 45.09 1,238 36.80 0.0099
2025-02-14 2024-12-31 13F PRUDENTIAL FINL COM 744320102 7,642 855 12.60 906 10.23 0.0074
2024-11-15 2024-09-30 13F PRUDENTIAL FINL COM 744320102 6,787 448 7.07 822 10.65 0.0071
2024-08-19 2024-06-30 13F PRUDENTIAL FINL COM 744320102 6,339 963 17.91 743 17.59 0.0079
2024-05-14 2024-03-31 13F PRUDENTIAL FINL COM 744320102 5,376 54 1.01 631 14.52 0.0074
2024-02-28 2023-12-31 13F PRUDENTIAL FINL COM 744320102 5,322 -689 -11.46 552 -3.33 0.0070
2023-11-24 2023-09-30 13F PRUDENTIAL FINL COM 744320102 6,011 4,967 475.77 570 4.40 0.0088
2023-08-14 2023-06-30 13F PRUDENTIAL FINL COM 744320102 1,044 -2,206 -67.88 547 -2.33 0.0079
2023-06-05 2023-03-31 13F PRUDENTIAL FINL COM 744320102 3,250 -4,770 -59.48 560 -29.86 0.0096
2023-06-12 2022-12-31 13F PRUDENTIAL FINL COM 744320102 8,020 8,020 798 0.0144
2022-12-02 2022-09-30 13F PRUDENTIAL FINL COM 744320102 0 -5,807 -100.00 0 -100.00
2022-08-11 2022-06-30 13F PRUDENTIAL FINL COM 744320102 5,807 1,427 32.58 556 7.34 0.0125
2022-05-20 2022-03-31 13F PRUDENTIAL FINL COM 744320102 4,380 -164 -3.61 518 5.28 0.0114
2022-02-17 2021-12-31 13F PRUDENTIAL FINL COM 744320102 4,544 349 8.32 492 11.56 0.0116
2021-11-23 2021-09-30 13F/A-1 PRUDENTIAL FINL COM 744320102 4,195 525 14.31 441 17.29 0.0121
2021-11-16 2021-09-30 13F PRUDENTIAL FINL COM 744320102 1,295 -2,375 441 0.0121
2021-08-24 2021-06-30 13F PRUDENTIAL FINL COM 744320102 3,670 232 6.75 376 20.13 0.0104
2021-05-17 2021-03-31 13F PRUDENTIAL FINL COM 744320102 3,438 703 25.70 313 46.95 0.0100
2021-02-18 2020-12-31 13F PRUDENTIAL FINL COM 744320102 2,735 2,735 -20.45 213 -31.95 0.0075
2020-05-18 2020-03-31 13F PRUDENTIAL FINL COM 744320102 0 -2,411 -100.00 0 -100.00
2020-02-14 2019-12-31 13F PRUDENTIAL FINL COM 744320102 2,411 2,411 226 0.0093
2019-02-15 2018-12-31 13F PRUDENTIAL FINL COM 744320102 0 -2,414 -100.00 0 -100.00
2018-11-15 2018-09-30 13F PRUDENTIAL FINL COM 744320102 2,414 2,414 245 0.0191
2016-05-16 2016-03-31 13F PRUDENTIAL FINL COM 744320102 0 0 0 0.0000
2016-02-16 2015-12-31 13F PRUDENTIAL FINL COM 744320102 0 -3,020 -100.00 0 -100.00
2015-11-17 2015-09-30 13F PRUDENTIAL FINL COM 744320102 3,020 -60 -1.95 230 -14.50 0.0438
2015-08-14 2015-06-30 13F Prudential Financial Common 744320102 3,080 -190 -5.81 270 2.67 0.0505
2015-05-15 2015-03-31 13F Prudential Financial Common 744320102 3,270 -155,613 -97.94 263 -98.18 0.0494
2015-02-17 2014-12-31 13F Prudential Financial Common 744320102 158,883 6,117 4.00 14,373 6.99 2.3686
2014-11-12 2014-09-30 13F Prudential Financial Common 744320102 152,766 7,688 5.30 13,434 4.31 2.1755
2014-07-25 2014-06-30 13F Prudential Financial Common 744320102 145,078 9,784 7.23 12,879 12.45 2.9929
2014-05-15 2014-03-31 13F PrudentialFinancialInc Common 744320102 135,294 5,812 4.49 11,453 -4.09 3.1325
2014-02-14 2013-12-31 13F Prudential Financial Common 744320102 129,482 2,042 1.60 11,941 20.15 3.0970
2013-11-14 2013-09-30 13F Prudential Financial Common 744320102 127,440 -2,263 -1.74 9,938 4.92 3.1225
2013-08-14 2013-06-30 13F Prudential Financial Common 744320102 129,703 129,703 9,472 3.4174
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.