Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionMBM Wealth Consultants, LLC
Latest Disclosed Ownership4,570 shares
Latest Disclosed Value $ 446,426
MBM Wealth Consultants, LLC reports 12.29% increase in ownership of PRU / Prudential Financial, Inc.

On April 20, 2026 - MBM Wealth Consultants, LLC filed a 13F-HR form disclosing ownership of 4,570 shares of Prudential Financial, Inc. (MX:PRU) valued at $446,426 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 4,070 shares of Prudential Financial, Inc.. This represents a change in shares of 12.29% 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 4,570 500 12.29 446 -2.83 0.1025
2026-01-26 2025-12-31 13F PRUDENTIAL FINL COM 744320102 4,070 324 8.65 459 18.30 0.1092
2025-10-31 2025-09-30 13F PRUDENTIAL FINL COM 744320102 3,746 -44 -1.16 389 -4.67 0.0965
2025-08-13 2025-06-30 13F PRUDENTIAL FINL COM 744320102 3,790 335 9.70 407 5.71 0.1090
2025-04-28 2025-03-31 13F PRUDENTIAL FINL COM 744320102 3,455 389 12.69 386 6.35 0.1140
2025-01-17 2024-12-31 13F PRUDENTIAL FINL COM 744320102 3,066 173 5.98 363 3.43 0.1079
2024-10-07 2024-09-30 13F PRUDENTIAL FINL COM 744320102 2,893 18 0.63 350 2.64 0.1105
2024-07-30 2024-06-30 13F PRUDENTIAL FINL COM 744320102 2,875 17 0.59 341 1.79 0.1164
2024-04-18 2024-03-31 13F PRUDENTIAL FINL COM 744320102 2,858 -69 -2.36 336 8.41 0.1180
2024-01-30 2023-12-31 13F PRUDENTIAL FINL COM 744320102 2,927 -145 -4.72 309 7.29 0.1154
2023-10-19 2023-09-30 13F PRUDENTIAL FINL COM 744320102 3,072 149 5.10 288 7.46 0.1253
2023-07-24 2023-06-30 13F PRUDENTIAL FINL COM 744320102 2,923 1,019 53.52 269 0.1150
2023-05-31 2023-03-31 13F PRUDENTIAL FINL COM 744320102 1,904 0 0.00 0 0.0905
2023-02-15 2022-12-31 13F PRUDENTIAL FINL COM 744320102 1,904 226 13.47 0 -100.00 0.0875
2022-10-24 2022-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 1,678 428 34.24 150 25.00 0.0723
2022-08-15 2022-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 1,250 25 2.04 120 -17.24 0.0587
2022-05-16 2022-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 1,225 172 16.33 145 27.19 0.0602
2022-02-15 2021-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 1,053 275 35.35 114 39.02 0.0473
2021-11-16 2021-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 778 70 9.89 82 12.33 0.0374
2021-08-13 2021-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 708 0 0.00 73 14.06 0.0343
2021-05-10 2021-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 708 162 29.67 64 48.84 0.0325
2021-02-09 2020-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 546 0 0.00 43 22.86 0.0234
2020-11-12 2020-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 546 -165 -23.21 35 -18.60 0.0224
2020-08-07 2020-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 711 -5,487 -88.53 43 -86.69 0.0303
2020-05-13 2020-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 6,198 749 13.75 323 -36.79 0.2673
2020-02-11 2019-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 5,449 155 2.93 511 7.35 0.3788
2019-10-30 2019-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 5,294 56 1.07 476 -10.02 0.3740
2019-07-30 2019-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 5,238 163 3.21 529 13.52 0.4397
2019-04-25 2019-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 5,075 20 0.40 466 13.11 0.4086
2019-02-13 2018-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 5,055 5,055 412 0.4017
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.