Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionFirst United Bank Trust/
Latest Disclosed Ownership440 shares
Latest Disclosed Value $ 42,984
First United Bank Trust/ reports 16.98% decrease in ownership of PRU / Prudential Financial, Inc.

On April 21, 2026 - First United Bank Trust/ filed a 13F-HR form disclosing ownership of 440 shares of Prudential Financial, Inc. (MX:PRU) valued at $42,984 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 530 shares of Prudential Financial, Inc.. This represents a change in shares of -16.98% 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)
2026-04-21 2026-03-31 13F Prudential Financial COM 744320102 440 -90 -16.98 43 -28.81 0.0140
2026-01-21 2025-12-31 13F Prudential Financial COM 744320102 530 0 0.00 60 9.26 0.0191
2025-10-27 2025-09-30 13F Prudential Financial COM 744320102 530 -115 -17.83 55 -21.74 0.0178
2025-07-18 2025-06-30 13F Prudential Financial COM 744320102 645 -954 -59.66 69 -61.24 0.0242
2025-04-15 2025-03-31 13F Prudential Financial COM 744320102 1,599 -2,818 -63.80 179 -65.97 0.0667
2025-01-16 2024-12-31 13F Prudential Financial COM 744320102 4,417 -71 -1.58 524 -3.68 0.1902
2024-10-15 2024-09-30 13F Prudential Financial COM 744320102 4,488 -75 -1.64 543 1.69 0.1953
2024-08-12 2024-06-30 13F Prudential Financial COM 744320102 4,563 -22 -0.48 535 -0.74 0.1990
2024-04-29 2024-03-31 13F Prudential Financial COM 744320102 4,585 -460 -9.12 538 2.87 0.1993
2024-02-08 2023-12-31 13F Prudential Financial COM 744320102 5,045 -45 -0.88 523 8.51 0.2090
2023-10-24 2023-09-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 5,090 -795 -13.51 483 -7.13 0.2247
2023-07-13 2023-06-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 5,885 -380 -6.07 519 0.19 0.2306
2023-04-18 2023-03-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 6,265 390 6.64 518 -11.30 0.2431
2023-01-19 2022-12-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 5,875 -283 -4.60 584 10.61 0.2852
2022-10-25 2022-09-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 6,158 -188 -2.96 528 -13.01 0.2656
2022-07-18 2022-06-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 6,346 65 1.03 607 -18.19 0.2790
2022-04-20 2022-03-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 6,281 -132 -2.06 742 6.92 0.2916
2022-01-20 2021-12-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 6,413 435 7.28 694 10.33 0.2563
2021-10-14 2021-09-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 5,978 1,308 28.01 629 31.59 0.2564
2021-07-19 2021-06-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 4,670 1,185 34.00 478 50.79 0.1999
2021-04-20 2021-03-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 3,485 888 34.19 317 56.16 0.1354
2021-01-19 2020-12-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 2,597 2,597 203 0.0981
2020-07-14 2020-06-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 0 -4,877 -100.00 0 -100.00
2020-04-13 2020-03-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 4,877 -5,163 -51.42 254 -73.01 0.1814
2020-01-13 2019-12-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 10,040 -2,825 -21.96 941 -18.67 0.5420
2019-10-11 2019-09-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 12,865 -4,025 -23.83 1,157 -32.18 0.7265
2019-07-09 2019-06-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 16,890 -618 -3.53 1,706 6.03 1.0080
2019-04-11 2019-03-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 17,508 -125 -0.71 1,609 11.89 0.9923
2019-01-15 2018-12-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 17,633 -1,242 -6.58 1,438 -24.79 1.0087
2018-10-15 2018-09-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 18,875 -325 -1.69 1,912 6.52 1.1978
2018-07-12 2018-06-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 19,200 -175 -0.90 1,795 -10.52 1.1894
2018-04-18 2018-03-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 19,375 15 0.08 2,006 -9.88 1.3193
2018-01-16 2017-12-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 19,360 520 2.76 2,226 11.13 1.4528
2017-10-17 2017-09-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 18,840 1,220 6.92 2,003 5.14 1.3409
2017-07-13 2017-06-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 17,620 545 3.19 1,905 4.56 1.2909
2017-04-18 2017-03-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 17,075 865 5.34 1,822 8.00 1.2769
2017-01-17 2016-12-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 16,210 -455 -2.73 1,687 23.95 1.2723
2016-10-11 2016-09-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 16,665 470 2.90 1,361 17.84 1.1252
2016-07-13 2016-06-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 16,195 -40 -0.25 1,155 -1.45 1.0008
2016-04-11 2016-03-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 16,235 885 5.77 1,172 -6.16 1.0772
2016-01-27 2015-12-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 15,350 2,238 17.07 1,249 25.03 1.1286
2015-10-28 2015-09-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 13,112 80 0.61 999 -12.45 0.9744
2015-08-03 2015-06-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 13,032 2,123 19.46 1,141 30.25 1.0408
2015-04-24 2015-03-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 10,909 740 7.28 876 -4.78 0.7947
2015-01-21 2014-12-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 10,169 390 3.99 920 6.98 0.8857
2014-10-21 2014-09-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 9,779 440 4.71 860 3.74 0.8787
2014-07-22 2014-06-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 9,339 24 0.26 829 5.07 0.8636
2014-04-28 2014-03-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 9,315 855 10.11 789 1.15 0.8499
2014-01-31 2013-12-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 8,460 260 3.17 780 22.07 0.8638
2013-10-21 2013-09-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 8,200 690 9.19 639 16.61 0.7728
2013-07-30 2013-06-30 13F PRUDENTIAL FINANCIAL Common Stock 744320102 7,510 7,510 548 0.7364
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.