Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionKestra Advisory Services, LLC
Latest Disclosed Ownership71,642 shares
Latest Disclosed Value $ 6,998,748
Kestra Advisory Services, LLC reports 44.63% increase in ownership of PRU / Prudential Financial, Inc.

On April 30, 2026 - Kestra Advisory Services, LLC filed a 13F-HR form disclosing ownership of 71,642 shares of Prudential Financial, Inc. (MX:PRU) valued at $6,998,748 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 49,535 shares of Prudential Financial, Inc.. This represents a change in shares of 44.63% 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)
2026-04-30 2026-03-31 13F PRUDENTIAL FINL COM 744320102 71,642 22,107 44.63 6,999 25.17 0.0265
2026-02-13 2025-12-31 13F PRUDENTIAL FINL COM 744320102 49,535 1,904 4.00 5,592 13.16 0.0230
2025-11-14 2025-09-30 13F PRUDENTIAL FINL COM 744320102 47,631 -460 -0.96 4,941 -4.36 0.0226
2025-08-15 2025-06-30 13F PRUDENTIAL FINL COM 744320102 48,091 495 1.04 5,167 -2.80 0.0252
2025-05-14 2025-03-31 13F PRUDENTIAL FINL COM 744320102 47,596 826 1.77 5,316 -4.11 0.0257
2025-02-10 2024-12-31 13F PRUDENTIAL FINL COM 744320102 46,770 -3,992 -7.86 5,544 -9.83 0.0303
2024-11-13 2024-09-30 13F PRUDENTIAL FINL COM 744320102 50,762 -4,707 -8.49 6,147 -0.15 0.0339
2024-08-14 2024-06-30 13F PRUDENTIAL FINL COM 744320102 55,469 8,785 18.82 6,157 12.34 0.0344
2024-05-15 2024-03-31 13F PRUDENTIAL FINL COM 744320102 46,684 1,707 3.80 5,481 17.50 0.0367
2024-02-14 2023-12-31 13F PRUDENTIAL FINL COM 744320102 44,977 3,748 9.09 4,665 19.22 0.0378
2023-11-13 2023-09-30 13F PRUDENTIAL FINL COM 744320102 41,229 -506 -1.21 3,912 6.28 0.0385
2023-08-11 2023-06-30 13F PRUDENTIAL FINL COM 744320102 41,735 5,299 14.54 3,682 22.13 0.0369
2023-05-12 2023-03-31 13F PRUDENTIAL FINL COM 744320102 36,436 -902 -2.42 3,015 -18.83 0.0327
2023-01-31 2022-12-31 13F PRUDENTIAL FINL COM 744320102 37,338 -6,968 -15.73 3,714 123,666.67 0.0330
2022-11-01 2022-09-30 13F/A-1 PRUDENTIAL FINL COM 744320102 44,306 646 1.48 4 -25.00 0.0407
2022-11-01 2022-09-30 13F PRUDENTIAL FINL COM 744320102 44,306 646 3,801 0.0407
2022-08-12 2022-06-30 13F PRUDENTIAL FINL COM 744320102 43,660 -2,287 -4.98 4 -20.00 0.0429
2022-07-20 2022-03-31 13F/A-1 PRUDENTIAL FINL COM 744320102 45,947 -3,887 -7.80 5 0.00 0.0566
2022-04-26 2022-03-31 13F PRUDENTIAL FINL COM 744320102 45,947 -3,887 5,430 0.0564
2022-07-25 2021-12-31 13F/A-1 PRUDENTIAL FINL COM 744320102 49,834 396 0.80 5 0.00 0.0546
2022-01-20 2021-12-31 13F PRUDENTIAL FINL COM 744320102 49,834 396 5,394 0.0546
2022-07-25 2021-09-30 13F/A-1 PRUDENTIAL FINL COM 744320102 49,438 -271 -0.55 5 0.00 0.0520
2021-10-19 2021-09-30 13F PRUDENTIAL FINL COM 744320102 49,438 -271 5,201 0.0520
2022-07-26 2021-06-30 13F/A-1 PRUDENTIAL FINL COM 744320102 49,709 3,135 6.73 5 25.00 0.0578
2021-07-28 2021-06-30 13F PRUDENTIAL FINL COM 744320102 49,709 3,135 5,094 0.0578
2022-07-27 2021-03-31 13F/A-1 PRUDENTIAL FINL COM 744320102 46,574 -31,162 -40.09 4 -33.33 0.0539
2021-05-10 2021-03-31 13F PRUDENTIAL FINL COM 744320102 46,574 -31,162 4,243 0.0539
2022-07-28 2020-12-31 13F/A-1 PRUDENTIAL FINL COM 744320102 77,736 15,695 25.30 6 -100.00 0.0698
2021-01-20 2020-12-31 13F PRUDENTIAL FINL COM 744320102 77,736 15,695 6,021 0.0698
2022-07-29 2020-09-30 13F/A-1 PRUDENTIAL FINL COM 744320102 62,041 62,041 3,941,000 0.0736
2020-11-12 2020-09-30 13F PRUDENTIAL FINL COM 744320102 62,041 62,041 3,941 0.0736
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.