Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionIndependent Advisor Alliance
Latest Disclosed Ownership14,454 shares
Latest Disclosed Value $ 1,412,038
Independent Advisor Alliance reports 14.19% decrease in ownership of PRU / Prudential Financial, Inc.

On May 12, 2026 - Independent Advisor Alliance filed a 13F-HR form disclosing ownership of 14,454 shares of Prudential Financial, Inc. (MX:PRU) valued at $1,412,038 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 16,844 shares of Prudential Financial, Inc.. This represents a change in shares of -14.19% 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)
2026-05-12 2026-03-31 13F PRUDENTIAL FINL COM 744320102 14,454 -2,390 -14.19 1,412 -25.72 0.0086
2026-02-04 2025-12-31 13F PRUDENTIAL FINL COM 744320102 16,844 -107 -0.63 1,901 8.13 0.0462
2025-11-04 2025-09-30 13F PRUDENTIAL FINL COM 744320102 16,951 89 0.53 1,758 -2.93 0.0457
2025-08-11 2025-06-30 13F PRUDENTIAL FINL COM 744320102 16,862 -1,149 -6.38 1,812 -9.95 0.0522
2025-05-12 2025-03-31 13F PRUDENTIAL FINL COM 744320102 18,011 -97 -0.54 2,011 -6.29 0.0664
2025-02-07 2024-12-31 13F PRUDENTIAL FINL COM 744320102 18,108 1,617 9.81 2,146 7.46 0.0284
2024-11-13 2024-09-30 13F PRUDENTIAL FINL COM 744320102 16,491 -2,185 -11.70 1,997 -8.73 0.0727
2024-08-12 2024-06-30 13F PRUDENTIAL FINL COM 744320102 18,676 4,199 29.00 2,189 28.78 0.0750
2024-05-08 2024-03-31 13F PRUDENTIAL FINL COM 744320102 14,477 -403 -2.71 1,700 10.11 0.0613
2024-02-08 2023-12-31 13F PRUDENTIAL FINL COM 744320102 14,880 -1,476 -9.02 1,543 -0.58 0.0556
2023-10-24 2023-09-30 13F PRUDENTIAL FINL COM 744320102 16,356 -203 -1.23 1,552 6.30 0.0702
2023-07-28 2023-06-30 13F PRUDENTIAL FINL COM 744320102 16,559 -6,736 -28.92 1,461 -24.23 0.0644
2023-05-12 2023-03-31 13F PRUDENTIAL FINL COM 744320102 23,295 -1,121 -4.59 1,927 7,929.17 0.0929
2023-02-13 2022-12-31 13F PRUDENTIAL FINL COM 744320102 24,416 -1,673 -6.41 24 -98.93 0.0008
2022-11-04 2022-09-30 13F PRUDENTIAL FINL COM 744320102 26,089 1,523 6.20 2,238 -4.81 0.1305
2022-08-04 2022-06-30 13F PRUDENTIAL FINL COM 744320102 24,566 3,817 18.40 2,351 -4.12 0.1313
2022-05-06 2022-03-31 13F PRUDENTIAL FINL COM 744320102 20,749 9,622 86.47 2,452 103.65 0.1180
2022-02-11 2021-12-31 13F PRUDENTIAL FINL COM 744320102 11,127 229 2.10 1,204 5.06 0.0594
2021-11-01 2021-09-30 13F PRUDENTIAL FINL COM 744320102 10,898 -236 -2.12 1,146 0.44 0.0637
2021-08-12 2021-06-30 13F PRUDENTIAL FINL COM 744320102 11,134 295 2.72 1,141 15.60 0.0625
2021-05-14 2021-03-31 13F PRUDENTIAL FINL COM 744320102 10,839 -808 -6.94 987 8.58 0.0585
2021-02-11 2020-12-31 13F PRUDENTIAL FINL COM 744320102 11,647 -5,087 -30.40 909 -14.49 0.0617
2020-11-04 2020-09-30 13F PRUDENTIAL FINL COM 744320102 16,734 -760 -4.34 1,063 -0.19 0.0807
2020-08-06 2020-06-30 13F PRUDENTIAL FINL COM 744320102 17,494 2,443 16.23 1,065 35.67 0.1139
2020-05-14 2020-03-31 13F PRUDENTIAL FINL COM 744320102 15,051 4,592 43.90 785 -19.90 0.1142
2020-02-07 2019-12-31 13F PRUDENTIAL FINL COM 744320102 10,459 1,897 22.16 980 27.27 0.0428
2019-11-12 2019-09-30 13F PRUDENTIAL FINL COM 744320102 8,562 1,436 20.15 770 6.94 0.0940
2019-08-12 2019-06-30 13F PRUDENTIAL FINL COM 744320102 7,126 2,290 47.35 720 62.16 0.1042
2019-05-07 2019-03-31 13F PRUDENTIAL FINL COM 744320102 4,836 1,170 31.91 444 48.49 0.0624
2019-02-12 2018-12-31 13F PRUDENTIAL FINL COM 744320102 3,666 559 17.99 299 -3.86 0.0529
2018-11-13 2018-09-30 13F PRUDENTIAL FINL COM 744320102 3,107 3,107 311 0.0560
2017-05-09 2017-03-31 13F PRUDENTIAL FINANCIAL Common Stock 744320102 0 -803 -100.00 0 -100.00
2017-02-15 2016-12-31 13F PRUDENTIAL FINANCIAL Common Stock 744320102 803 803 85 0.0330
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.