Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionMark Sheptoff Financial Planning, Llc
Latest Disclosed Ownership300 shares
Latest Disclosed Value $ 30,081
Mark Sheptoff Financial Planning, Llc reports 40.00% decrease in ownership of PRU / Prudential Financial, Inc.

On May 11, 2026 - Mark Sheptoff Financial Planning, Llc filed a 13F-HR form disclosing ownership of 300 shares of Prudential Financial, Inc. (MX:PRU) valued at $30,081 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 500 shares of Prudential Financial, Inc.. This represents a change in shares of -40.00% 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)
2026-05-11 2026-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 300 -200 -40.00 30 -46.43 0.0159
2026-02-12 2025-12-31 13F PRUDENTIAL FINL COM 744320102 500 0 0.00 56 9.80 0.0269
2025-11-13 2025-09-30 13F PRUDENTIAL FINL OM 744320102 500 0 0.00 52 -3.77 0.0248
2025-08-06 2025-06-30 13F PRUDENTIAL FINL COM 744320102 500 0 0.00 54 -3.64 0.0286
2025-05-13 2025-03-31 13F PRUDENTIAL FINL COM 744320102 500 0 0.00 56 -6.78 0.0308
2025-02-12 2024-12-31 13F PRUDENTIAL FINL COM 744320102 500 0 0.00 59 -1.67 0.0318
2024-11-14 2024-09-30 13F PRUDENTIAL FINL COM 744320102 500 0 0.00 61 3.45 0.0322
2024-08-12 2024-06-30 13F PRUDENTIAL FINL COM 744320102 500 0 0.00 59 0.00 0.0328
2024-05-10 2024-03-31 13F PRUDENTIAL FINL COM 744320102 500 0 0.00 59 13.73 0.0325
2024-02-09 2023-12-31 13F PRUDENTIAL FINL COM 744320102 500 0 0.00 52 8.51 0.0312
2023-11-13 2023-09-30 13F PRUDENTIAL FINL COM 744320102 500 0 0.00 47 6.82 0.0305
2023-08-10 2023-06-30 13F PRUDENTIAL FINL COM 744320102 500 0 0.00 44 7.32 0.0252
2023-05-11 2023-03-31 13F PRUDENTIAL FINL COM 744320102 500 0 0.00 41 -16.33 0.0240
2023-02-14 2022-12-31 13F PRUDENTIAL FINL COM 744320102 500 0 0.00 50 13.95 0.0292
2022-11-09 2022-09-30 13F PRUDENTIAL FINL COM 744320102 500 0 0.00 43 -10.42 0.0262
2022-08-11 2022-06-30 13F PRUDENTIAL FINL COM 744320102 500 0 0.00 48 -18.64 0.0276
2022-05-12 2022-03-31 13F PRUDENTIAL FINL COM 744320102 500 0 0.00 59 9.26 0.0297
2022-02-11 2021-12-31 13F PRUDENTIAL FINL COM 744320102 500 0 0.00 54 1.89 0.0258
2021-11-10 2021-09-30 13F PRUDENTIAL FINL COM 744320102 500 -1,900 -79.17 53 -78.46 0.0292
2021-08-12 2021-06-30 13F PRUDENTIAL FINL COM 744320102 2,400 -100 -4.00 246 7.89 0.1319
2021-05-11 2021-03-31 13F PRUDENTIAL FINL COM 744320102 2,500 200 8.70 228 26.67 0.1309
2021-02-11 2020-12-31 13F PRUDENTIAL FINL COM 744320102 2,300 -2,000 -46.51 180 -34.07 0.1024
2020-11-12 2020-09-30 13F PRUDENTIAL FINL COM 744320102 4,300 -300 -6.52 273 -2.50 0.1680
2020-08-10 2020-06-30 13F PRUDENTIAL FINL COM 744320102 4,600 4,100 820.00 280 976.92 0.1816
2020-05-07 2020-03-31 13F PRUDENTIAL FINL COM 744320102 500 0 0.00 26 -44.68 0.0197
2020-02-10 2019-12-31 13F PRUDENTIAL FINL COM 744320102 500 0 0.00 47 4.44 0.0296
2019-11-12 2019-09-30 13F PRUDENTIAL FINL COM 744320102 500 0 0.00 45 -11.76 0.0303
2019-08-12 2019-06-30 13F PRUDENTIAL FINL COM 744320102 500 0 0.00 51 10.87 0.0348
2019-05-10 2019-03-31 13F PRUDENTIAL FINL COM 744320102 500 0 0.00 46 12.20 0.0331
2019-02-11 2018-12-31 13F PRUDENTIAL FINL COM 744320102 500 0 0.00 41 -19.61 0.0341
2018-11-13 2018-09-30 13F PRUDENTIAL FINL COM 744320102 500 0 0.00 51 8.51 0.0350
2018-08-09 2018-06-30 13F PRUDENTIAL FINL COM 744320102 500 0 0.00 47 -9.62 0.0348
2018-05-08 2018-03-31 13F PRUDENTIAL FINL COM 744320102 500 -300 -37.50 52 -43.48 0.0361
2018-02-09 2017-12-31 13F PRUDENTIAL FINL COM 744320102 800 0 0.00 92 8.24 0.0598
2017-11-09 2017-09-30 13F PRUDENTIAL FINL COM 744320102 800 0 0.00 85 -2.30 0.0571
2017-08-08 2017-06-30 13F PRUDENTIAL FINL COM 744320102 800 -1 -0.12 87 2.35 0.0598
2017-05-08 2017-03-31 13F PRUDENTIAL FINL COM 744320102 801 1 0.12 85 2.41 0.0606
2017-02-07 2016-12-31 13F PRUDENTIAL FINL COM 744320102 800 0 0.00 83 27.69 0.0616
2016-11-07 2016-09-30 13F PRUDENTIAL FINL COM 744320102 800 0 0.00 65 14.04 0.0483
2016-08-09 2016-06-30 13F PRUDENTIAL FINL COM 744320102 800 -200 -20.00 57 -20.83 0.0426
2016-05-09 2016-03-31 13F PRUDENTIAL FINL COM 744320102 1,000 -700 -41.18 72 -47.83 0.0585
2016-02-09 2015-12-31 13F PRUDENTIAL FINL COM 744320102 1,700 -400 -19.05 138 -13.75 0.1118
2015-11-12 2015-09-30 13F PRUDENTIAL FINL COM 744320102 2,100 400 23.53 160 7.38 0.1403
2015-08-05 2015-06-30 13F PRUDENTIAL FINL COM 744320102 1,700 900 112.50 149 132.81 0.1205
2015-05-12 2015-03-31 13F PRUDENTIAL FINL COM 744320102 800 0 0.00 64 -11.11 0.0534
2015-02-09 2014-12-31 13F PRUDENTIAL FINL COM 744320102 800 -1,958 -70.99 72 -70.37 0.0637
2014-11-12 2014-09-30 13F PRUDENTIAL FINL COM 744320102 2,758 0 0.00 243 -0.82 0.2148
2014-08-13 2014-06-30 13F PRUDENTIAL FINL COM 744320102 2,758 1 0.04 245 5.15 0.2094
2014-05-09 2014-03-31 13F PRUDENTIAL FINL COM 744320102 2,757 2,757 233 0.2063
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.