Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionFreestone Capital Holdings, LLC
Latest Disclosed Ownership2,584 shares
Latest Disclosed Value $ 252,431
Freestone Capital Holdings, LLC reports 19.91% increase in ownership of PRU / Prudential Financial, Inc.

On May 13, 2026 - Freestone Capital Holdings, LLC filed a 13F-HR form disclosing ownership of 2,584 shares of Prudential Financial, Inc. (MX:PRU) valued at $252,431 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 2,155 shares of Prudential Financial, Inc.. This represents a change in shares of 19.91% 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)
2026-05-13 2026-03-31 13F PRUDENTIAL FINL COM 744320102 2,584 429 19.91 252 3.70 0.0077
2026-01-23 2025-12-31 13F PRUDENTIAL FINL COM 744320102 2,155 204 10.46 243 20.30 0.0072
2025-11-12 2025-09-30 13F PRUDENTIAL FINL COM 744320102 1,951 -26 -1.32 202 -4.72 0.0062
2025-08-05 2025-06-30 13F PRUDENTIAL FINL COM 744320102 1,977 25 1.28 212 -2.30 0.0072
2025-05-13 2025-03-31 13F PRUDENTIAL FINL COM 744320102 1,952 -41 -2.06 218 -8.05 0.0081
2025-02-06 2024-12-31 13F PRUDENTIAL FINL COM 744320102 1,993 -9 -0.45 236 -2.48 0.0082
2024-11-14 2024-09-30 13F PRUDENTIAL FINL COM 744320102 2,002 -8,336 -80.63 242 -80.02 0.0083
2024-11-22 2024-06-30 13F/A-1 PRUDENTIAL FINL COM 744320102 10,338 312 3.11 1,212 2.89 0.0433
2024-08-13 2024-06-30 13F PRUDENTIAL FINL COM 744320102 10,338 312 1,212 0.0433
2024-11-22 2024-03-31 13F/A-1 PRUDENTIAL FINL COM 744320102 10,026 7,621 316.88 1,177 372.69 0.0438
2024-05-14 2024-03-31 13F PRUDENTIAL FINL COM 744320102 10,026 7,621 1,177 0.0438
2024-02-13 2023-12-31 13F PRUDENTIAL FINL COM 744320102 2,405 -167 -6.49 249 2.05 0.0112
2023-11-14 2023-09-30 13F PRUDENTIAL FINL COM 744320102 2,572 2,572 244 0.0129
2023-05-12 2023-03-31 13F PRUDENTIAL FINL COM 744320102 0 -2,196 -100.00 0 -100.00
2023-02-13 2022-12-31 13F PRUDENTIAL FINL COM 744320102 2,196 -497 -18.46 218 -5.63 0.0100
2022-11-09 2022-09-30 13F PRUDENTIAL FINL COM 744320102 2,693 -1,579 -36.96 231 -43.52 0.0104
2022-08-09 2022-06-30 13F PRUDENTIAL FINL COM 744320102 4,272 -3,063 -41.76 409 -52.83 0.0156
2022-05-12 2022-03-31 13F PRUDENTIAL FINL COM 744320102 7,335 -103 -1.38 867 7.70 0.0348
2022-02-14 2021-12-31 13F PRUDENTIAL FINL COM 744320102 7,438 977 15.12 805 18.38 0.0340
2021-11-15 2021-09-30 13F PRUDENTIAL FINL COM 744320102 6,461 223 3.57 680 6.42 0.0341
2021-08-16 2021-06-30 13F PRUDENTIAL FINL COM 744320102 6,238 444 7.66 639 21.02 0.0321
2021-05-17 2021-03-31 13F PRUDENTIAL FINL COM 744320102 5,794 -357 -5.80 528 10.00 0.0287
2021-02-16 2020-12-31 13F PRUDENTIAL FINL COM 744320102 6,151 -33,917 -84.65 480 -81.14 0.0280
2020-11-06 2020-09-30 13F PRUDENTIAL FINL COM 744320102 40,068 6,461 19.23 2,545 24.33 0.1658
2020-08-04 2020-06-30 13F PRUDENTIAL FINL COM 744320102 33,607 -5,754 -14.62 2,047 -0.24 0.0240
2020-05-12 2020-03-31 13F PRUDENTIAL FINL COM 744320102 39,361 1,747 4.64 2,052 -41.80 0.0444
2020-02-04 2019-12-31 13F PRUDENTIAL FINL COM 744320102 37,614 -4,729 -11.17 3,526 -7.43 0.0730
2019-11-07 2019-09-30 13F PRUDENTIAL FINL COM 744320102 42,343 -8,990 -17.51 3,809 -26.54 0.0918
2019-08-05 2019-06-30 13F PRUDENTIAL FINL COM 744320102 51,333 51,333 559.30 5,185 754.20 0.1328
2014-02-13 2013-12-31 13F PRUDENTIAL FINL COM 744320102 0 -7,786 -100.00 0 -100.00
2013-11-14 2013-09-30 13F PRUDENTIAL FINL COM 744320102 7,786 -1,443 -15.64 607 -9.94 0.1081
2013-08-15 2013-06-30 13F PRUDENTIAL FINL COM 744320102 9,229 9,229 674 0.1383
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.