Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionGreat Valley Advisor Group, Inc.
Latest Disclosed Ownership7,373 shares
Latest Disclosed Value $ 719,897
Great Valley Advisor Group, Inc. reports 2.79% increase in ownership of PRU / Prudential Financial, Inc.

On May 11, 2026 - Great Valley Advisor Group, Inc. filed a 13F-HR form disclosing ownership of 7,373 shares of Prudential Financial, Inc. (MX:PRU) valued at $719,897 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 7,173 shares of Prudential Financial, Inc.. This represents a change in shares of 2.79% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-11 2026-03-31 13F PRUDENTIAL FINL COM 744320102 7,373 200 2.79 720 -11.12 0.0131
2026-02-12 2025-12-31 13F PRUDENTIAL FINL COM 744320102 7,173 -191 -2.59 810 6.03 0.0156
2025-11-14 2025-09-30 13F PRUDENTIAL FINL COM 744320102 7,364 51 0.70 764 -2.80 0.0153
2025-08-14 2025-06-30 13F PRUDENTIAL FINL COM 744320102 7,313 -350 -4.57 786 -8.19 0.0174
2025-05-08 2025-03-31 13F PRUDENTIAL FINL COM 744320102 7,663 -78 -1.01 855 -6.76 0.0184
2025-02-24 2024-12-31 13F PRUDENTIAL FINL COM 744320102 7,741 -25 -0.32 917 -2.45 0.0205
2024-11-12 2024-09-30 13F PRUDENTIAL FINL COM 744320102 7,766 559 7.76 940 11.37 0.0231
2024-07-16 2024-06-30 13F PRUDENTIAL FINL COM 744320102 7,207 -349 -4.62 844 -4.74 0.0236
2024-05-06 2024-03-31 13F PRUDENTIAL FINL COM 744320102 7,556 1,758 30.32 887 47.67 0.0269
2024-02-06 2023-12-31 13F PRUDENTIAL FINL COM 744320102 5,798 -390 -6.30 601 2.21 0.0211
2023-11-07 2023-09-30 13F PRUDENTIAL FINL COM 744320102 6,188 30 0.49 587 8.10 0.0243
2023-08-10 2023-06-30 13F PRUDENTIAL FINL COM 744320102 6,158 1,600 35.10 544 44.03 0.0228
2023-05-03 2023-03-31 13F PRUDENTIAL FINL COM 744320102 4,558 34 0.75 377 -16.22 0.0176
2023-02-01 2022-12-31 13F PRUDENTIAL FINL COM 744320102 4,524 -35 -0.77 450 15.09 0.0230
2022-10-21 2022-09-30 13F PRUDENTIAL FINL COM 744320102 4,559 -640 -12.31 391 -21.49 0.0219
2022-07-19 2022-06-30 13F PRUDENTIAL FINL COM 744320102 5,199 1,912 58.17 498 29.02 0.0274
2022-04-20 2022-03-31 13F PRUDENTIAL FINL COM 744320102 3,287 25 0.77 386 9.35 0.0225
2022-02-10 2021-12-31 13F PRUDENTIAL FINL COM 744320102 3,262 144 4.62 353 7.62 0.0218
2021-10-14 2021-09-30 13F PRUDENTIAL FINL COM 744320102 3,118 -114 -3.53 328 -0.91 0.0226
2021-07-27 2021-06-30 13F PRUDENTIAL FINL COM 744320102 3,232 39 1.22 331 13.75 0.0245
2021-04-20 2021-03-31 13F PRUDENTIAL FINL COM 744320102 3,193 4 0.13 291 17.34 0.0280
2021-01-29 2020-12-31 13F PRUDENTIAL FINL COM 744320102 3,189 -479 -13.06 248 5.98 0.0257
2020-10-21 2020-09-30 13F PRUDENTIAL FINL COM 744320102 3,668 -508 -12.16 234 -8.24 0.0287
2020-07-31 2020-06-30 13F PRUDENTIAL FINL COM 744320102 4,176 35 0.85 255 18.06 0.0417
2020-05-15 2020-03-31 13F PRUDENTIAL FINL COM 744320102 4,141 -330 -7.38 216 -48.45 0.0572
2020-02-10 2019-12-31 13F PRUDENTIAL FINL COM 744320102 4,471 451 11.22 419 15.75 0.0933
2019-10-25 2019-09-30 13F PRUDENTIAL FINL COM 744320102 4,020 102 2.60 362 -8.59 0.0874
2019-07-30 2019-06-30 13F PRUDENTIAL FINL COM 744320102 3,918 274 7.52 396 18.21 0.0995
2019-04-26 2019-03-31 13F PRUDENTIAL FINL COM 744320102 3,644 -750 -17.07 335 -6.42 0.1066
2019-04-11 2018-12-31 13F PRUDENTIAL FINL COM 744320102 4,394 4,394 358 0.1337
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.