Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionJfs Wealth Advisors, Llc
Latest Disclosed Ownership786 shares
Latest Disclosed Value $ 76,794
Jfs Wealth Advisors, Llc reports 2.12% decrease in ownership of PRU / Prudential Financial, Inc.

On April 20, 2026 - Jfs Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 786 shares of Prudential Financial, Inc. (MX:PRU) valued at $76,794 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 803 shares of Prudential Financial, Inc.. This represents a change in shares of -2.12% 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)
2026-04-20 2026-03-31 13F PRUDENTIAL FINL COM 744320102 786 -17 -2.12 77 -15.56 0.0043
2026-01-14 2025-12-31 13F PRUDENTIAL FINL COM 744320102 803 173 27.46 91 38.46 0.0051
2025-11-10 2025-09-30 13F PRUDENTIAL FINL COM 744320102 630 -7 -1.10 65 -4.41 0.0038
2025-07-24 2025-06-30 13F PRUDENTIAL FINL COM 744320102 637 -55 -7.95 68 -11.69 0.0044
2025-04-22 2025-03-31 13F PRUDENTIAL FINL COM 744320102 692 -13 -1.84 77 -7.23 0.0052
2025-01-31 2024-12-31 13F PRUDENTIAL FINL COM 744320102 705 1 0.14 84 -2.35 0.0057
2024-10-25 2024-09-30 13F PRUDENTIAL FINL COM 744320102 704 6 0.86 85 4.94 0.0057
2024-07-15 2024-06-30 13F PRUDENTIAL FINL COM 744320102 698 14 2.05 82 1.25 0.0064
2024-04-30 2024-03-31 13F PRUDENTIAL FINL COM 744320102 684 -25 -3.53 80 9.59 0.0064
2024-02-07 2023-12-31 13F PRUDENTIAL FINL COM 744320102 709 -161 -18.51 73 -10.98 0.0062
2023-11-02 2023-09-30 13F PRUDENTIAL FINL COM 744320102 870 35 4.19 83 12.33 0.0078
2023-08-07 2023-06-30 13F PRUDENTIAL FINL COM 744320102 835 50 6.37 74 14.06 0.0066
2023-04-19 2023-03-31 13F PRUDENTIAL FINL COM 744320102 785 -19 -2.36 65 -18.99 0.0061
2023-02-13 2022-12-31 13F PRUDENTIAL FINL COM 744320102 804 39 5.10 80 19.70 0.0078
2022-10-21 2022-09-30 13F PRUDENTIAL FINL COM 744320102 765 -61 -7.38 66 -16.46 0.0072
2022-08-02 2022-06-30 13F PRUDENTIAL FINL COM 744320102 826 -12 -1.43 79 -20.20 0.0083
2022-05-02 2022-03-31 13F PRUDENTIAL FINL COM 744320102 838 71 9.26 99 19.28 0.0093
2022-02-03 2021-12-31 13F PRUDENTIAL FINL COM 744320102 767 -44 -5.43 83 -2.35 0.0078
2021-11-09 2021-09-30 13F PRUDENTIAL FINL COM 744320102 811 -191 -19.06 85 -17.48 0.0087
2021-08-04 2021-06-30 13F PRUDENTIAL FINL COM 744320102 1,002 1 0.10 103 13.19 0.0154
2021-04-28 2021-03-31 13F PRUDENTIAL FINL COM 744320102 1,001 1 0.10 91 16.67 0.0186
2021-02-01 2020-12-31 13F PRUDENTIAL FINL COM 744320102 1,000 2 0.20 78 23.81 0.0164
2020-10-28 2020-09-30 13F PRUDENTIAL FINL COM 744320102 998 1 0.10 63 3.28 0.0150
2020-08-05 2020-06-30 13F PRUDENTIAL FINL COM 744320102 997 201 25.25 61 48.78 0.0158
2020-04-29 2020-03-31 13F PRUDENTIAL FINL COM 744320102 796 202 34.01 41 -26.79 0.0123
2020-02-03 2019-12-31 13F PRUDENTIAL FINL COM 744320102 594 60 11.24 56 16.67 0.0138
2019-10-30 2019-09-30 13F PRUDENTIAL FINL COM 744320102 534 1 0.19 48 -11.11 0.0122
2019-08-06 2019-06-30 13F PRUDENTIAL FINL COM 744320102 533 1 0.19 54 10.20 0.0137
2019-04-23 2019-03-31 13F PRUDENTIAL FINL COM 744320102 532 -85 -13.78 49 -2.00 0.0128
2019-01-26 2018-12-31 13F PRUDENTIAL FINL COM 744320102 617 -1,167 -65.41 50 -72.38 0.0134
2018-11-09 2018-09-30 13F PRUDENTIAL FINL COM 744320102 1,784 -88 -4.70 181 3.43 0.0466
2018-07-25 2018-06-30 13F PRUDENTIAL FINL COM 744320102 1,872 -69 -3.55 175 -12.94 0.0461
2018-04-26 2018-03-31 13F PRUDENTIAL FINL COM 744320102 1,941 -6 -0.31 201 -10.27 0.0530
2018-01-30 2017-12-31 13F PRUDENTIAL FINL COM 744320102 1,947 101 5.47 224 14.29 0.0549
2017-10-20 2017-09-30 13F PRUDENTIAL FINL COM 744320102 1,846 -123 -6.25 196 -7.98 0.0506
2017-07-28 2017-06-30 13F PRUDENTIAL FINL COM 744320102 1,969 -59 -2.91 213 0.95 0.0585
2017-04-24 2017-03-31 13F PRUDENTIAL FINL COM 744320102 2,028 0 0.00 211 0.00 0.0571
2017-01-30 2016-12-31 13F PRUDENTIAL FINL COM 744320102 2,028 1 0.05 211 27.88 0.0571
2016-10-26 2016-09-30 13F PRUDENTIAL FINL COM 744320102 2,027 -505 -19.94 165 -9.84 0.0472
2016-04-25 2016-03-31 13F PRUDENTIAL FINL COM 744320102 2,532 -78 -2.99 183 -13.68 0.0539
2016-02-03 2015-12-31 13F PRUDENTIAL FINL COM 744320102 2,610 108 4.32 212 10.99 0.0611
2015-10-27 2015-09-30 13F PRUDENTIAL FINL COM 744320102 2,502 2,296 1,114.56 191 961.11 0.0841
2015-07-31 2015-06-30 13F PRUDENTIAL FINL COM 744320102 206 -2 -0.96 18 5.88 0.0092
2015-04-28 2015-03-31 13F PRUDENTIAL FINL COM 744320102 208 1 0.48 17 -10.53 0.0080
2015-01-23 2014-12-31 13F PRUDENTIAL FINL COM 744320102 207 0 0.00 19 5.56 0.0030
2014-10-29 2014-09-30 13F PRUDENTIAL FINL COM 744320102 207 -169 -44.95 18 -45.45 0.0031
2014-07-29 2014-06-30 13F PRUDENTIAL FINL COM 744320102 376 376 33 0.0060
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.