Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionGreen Square Capital Advisors Llc
Latest Disclosed Ownership17,097 shares
Latest Disclosed Value $ 1,670,206
Green Square Capital Advisors Llc reports 13.17% increase in ownership of PRU / Prudential Financial, Inc.

On May 7, 2026 - Green Square Capital Advisors Llc filed a 13F-HR form disclosing ownership of 17,097 shares of Prudential Financial, Inc. (MX:PRU) valued at $1,670,206 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 15,108 shares of Prudential Financial, Inc.. This represents a change in shares of 13.17% 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)
2026-05-07 2026-03-31 13F PRUDENTIAL FINL INC COM Stock 744320102 17,097 1,989 13.17 1,670 -2.05 0.1760
2026-02-09 2025-12-31 13F PRUDENTIAL FINL INC COM Stock 744320102 15,108 -1,624 -9.71 1,705 -5.12 0.1771
2025-11-14 2025-09-30 13F PRUDENTIAL FINL INC COM Stock 744320102 16,732 0 0.00 1,798 0.00 0.2134
2025-07-30 2025-06-30 13F PRUDENTIAL FINL INC COM Stock 744320102 16,732 289 1.76 1,798 -2.12 0.2130
2025-04-21 2025-03-31 13F PRUDENTIAL FINL INC COM Stock 744320102 16,443 771 4.92 1,836 -1.13 0.2780
2025-02-14 2024-12-31 13F PRUDENTIAL FINL INC COM Stock 744320102 15,672 -631 -3.87 1,858 -5.69 0.2552
2024-11-07 2024-09-30 13F PRUDENTIAL FINL INC COM Stock 744320102 16,303 -568 -3.37 1,970 -0.40 0.2766
2024-08-14 2024-06-30 13F PRUDENTIAL FINL INC COM Stock 744320102 16,871 -235 -1.37 1,977 -1.54 0.2730
2024-05-15 2024-03-31 13F PRUDENTIAL FINL COM 744320102 17,106 11,746 219.14 2,008 261.80 0.2674
2024-01-18 2023-12-31 13F PRUDENTIAL FINL COM 744320102 5,360 -17,192 -76.23 556 -74.05 0.0751
2023-10-10 2023-09-30 13F PRUDENTIAL FINL COM 744320102 22,552 -618 -2.67 2,140 4.65 0.2859
2023-07-13 2023-06-30 13F PRUDENTIAL FINL COM 744320102 23,170 3,610 18.46 2,044 26.33 0.2571
2023-04-14 2023-03-31 13F PRUDENTIAL FINL COM 744320102 19,560 1,436 7.92 1,618 -10.21 0.2161
2023-02-15 2022-12-31 13F PRUDENTIAL FINL INC COM Stock 744320102 18,124 -8 -0.04 1,803 15.88 0.2560
2022-10-31 2022-09-30 13F PRUDENTIAL FINL INC COM Stock 744320102 18,132 1,791 10.96 1,555 -0.58 0.2760
2022-07-20 2022-06-30 13F PRUDENTIAL FINL INC COM Stock 744320102 16,341 509 3.22 1,564 -16.41 0.2861
2022-05-05 2022-03-31 13F PRUDENTIAL FINL INC COM Stock 744320102 15,832 15,832 1,871 0.2934
2019-02-14 2018-12-31 13F PRUDENTIAL FINL Stock 744320102 0 -2,230 -100.00 0 -100.00
2018-11-14 2018-09-30 13F PRUDENTIAL FINL Stock 744320102 2,230 2,230 226 0.0316
2018-08-20 2018-06-30 13F PRUDENTIAL FINL Stock 744320102 0 -2,065 -100.00 0 -100.00
2018-05-14 2018-03-31 13F PRUDENTIAL FINL Stock 744320102 2,065 0 0.00 214 -9.70 0.0336
2018-02-22 2017-12-31 13F PRUDENTIAL FINL Stock 744320102 2,065 0 0.00 237 7.73 0.0357
2017-11-15 2017-09-30 13F PRUDENTIAL FINL Stock 744320102 2,065 0 0.00 220 -1.35 0.0397
2017-08-14 2017-06-30 13F PRUDENTIAL FINL Stock 744320102 2,065 7 0.34 223 1.36 0.0395
2017-05-17 2017-03-31 13F PRUDENTIAL FINL Stock 744320102 2,058 2,058 220 0.0388
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.