Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership10,304 shares
Latest Disclosed Value $ 1,163,072
Global Retirement Partners, LLC reports 71.68% increase in ownership of PRU / Prudential Financial, Inc.

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 10,304 shares of Prudential Financial, Inc. (MX:PRU) valued at $1,163,072 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 6,002 shares of Prudential Financial, Inc.. This represents a change in shares of 71.68% 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)
2026-02-06 2025-12-31 13F PRUDENTIAL FINL COM 744320102 10,304 4,302 71.68 1,163 86.98 0.0206
2025-10-21 2025-09-30 13F PRUDENTIAL FINL COM 744320102 6,002 -167 -2.71 623 -6.04 0.0139
2025-08-12 2025-06-30 13F PRUDENTIAL FINL COM 744320102 6,169 153 2.54 663 -7.15 0.0164
2025-01-31 2024-12-31 13F PRUDENTIAL FINL COM 744320102 6,016 48 0.80 713 -1.25 0.0204
2024-10-16 2024-09-30 13F PRUDENTIAL FINL COM 744320102 5,968 367 6.55 723 10.06 0.0218
2024-07-23 2024-06-30 13F PRUDENTIAL FINL COM 744320102 5,601 -434 -7.19 656 -7.34 0.0206
2024-04-23 2024-03-31 13F PRUDENTIAL FINL COM 744320102 6,035 -145 -2.35 708 11.85 0.0264
2024-01-18 2023-12-31 13F PRUDENTIAL FINL COM 744320102 6,180 -163 -2.57 634 9.52 0.0265
2023-10-13 2023-09-30 13F PRUDENTIAL FINL COM 744320102 6,343 158 2.55 578 6.06 0.0291
2023-07-20 2023-06-30 13F PRUDENTIAL FINL COM 744320102 6,185 -98 -1.56 546 6.65 0.0266
2023-05-08 2023-03-31 13F PRUDENTIAL FINL COM 744320102 6,283 2,419 62.60 511 33.07 0.0272
2023-02-13 2022-12-31 13F PRUDENTIAL FINL COM 744320102 3,864 -543 -12.32 384 -17.24 0.0264
2022-11-03 2022-09-30 13F PRUDENTIAL FINL COM 744320102 4,407 -110 -2.44 464 7.41 0.0351
2022-07-15 2022-06-30 13F PRUDENTIAL FINL COM 744320102 4,517 35 0.78 432 -4.42 0.0347
2022-07-14 2022-03-31 13F PRUDENTIAL FINL COM 744320102 4,482 2,304 105.79 452 91.53 0.0355
2022-01-21 2021-12-31 13F PRUDENTIAL FINL COM 744320102 2,178 56 2.64 236 5.83 0.1827
2021-10-22 2021-09-30 13F PRUDENTIAL FINL COM 744320102 2,122 1,196 129.16 223 134.74 0.0221
2021-07-15 2021-06-30 13F PRUDENTIAL FINL COM 744320102 926 275 42.24 95 61.02 0.0097
2021-04-14 2021-03-31 13F PRUDENTIAL FINL COM 744320102 651 281 75.95 59 103.45 0.0069
2021-01-13 2020-12-31 13F PRUDENTIAL FINL COM 744320102 370 -25 -6.33 29 16.00 0.0036
2020-10-09 2020-09-30 13F PRUDENTIAL FINL COM 744320102 395 2 0.51 25 4.17 0.0037
2020-07-13 2020-06-30 13F PRUDENTIAL FINL COM 744320102 393 1 0.26 24 20.00 0.0038
2020-04-28 2020-03-31 13F PRUDENTIAL FINL COM 744320102 392 -17 -4.16 20 -47.37 0.0038
2020-01-23 2019-12-31 13F PRUDENTIAL FINL COM 744320102 409 78 23.56 38 26.67 0.0058
2019-11-19 2019-09-30 13F PRUDENTIAL FINL COM 744320102 331 70 26.82 30 15.38 0.0049
2019-11-19 2019-06-30 13F PRUDENTIAL FINL COM 744320102 261 1 0.38 26 8.33 0.0050
2019-05-07 2019-03-31 13F PRUDENTIAL FINL COM 744320102 260 -15 -5.45 24 9.09 0.0058
2019-02-22 2018-12-31 13F PRUDENTIAL FINL COM 744320102 275 9 3.38 22 -18.52 0.0056
2018-10-17 2018-09-30 13F PRUDENTIAL FINL COM 744320102 266 132 98.51 27 107.69 0.0061
2018-08-13 2018-06-30 13F PRUDENTIAL FINL COM 744320102 134 0 0.00 13 -7.14 0.0033
2018-08-10 2018-03-31 13F PRUDENTIAL FINL COM 744320102 134 0 0.00 14 -6.67 0.0039
2018-08-13 2017-12-31 13F PRUDENTIAL FINL COM 744320102 134 49 57.65 15 66.67 0.0041
2018-08-10 2017-09-30 13F PRUDENTIAL FINL COM 744320102 85 0 0.00 9 0.00 0.0037
2018-08-10 2017-06-30 13F PRUDENTIAL FINL COM 744320102 85 0 0.00 9 0.00 0.0042
2018-08-10 2017-03-31 13F PRUDENTIAL FINL COM 744320102 85 19 28.79 9 28.57 0.0050
2018-08-10 2016-12-31 13F PRUDENTIAL FINL COM 744320102 66 66 7 0.0047
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.