Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionPerigon Wealth Management, LLC
Latest Disclosed Ownership6,875 shares
Latest Disclosed Value $ 671,600
Perigon Wealth Management, LLC reports 0.58% decrease in ownership of PRU / Prudential Financial, Inc.

On April 10, 2026 - Perigon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 6,875 shares of Prudential Financial, Inc. (MX:PRU) valued at $671,600 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 6,915 shares of Prudential Financial, Inc.. This represents a change in shares of -0.58% 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)
2026-04-10 2026-03-31 13F PRUDENTIAL FINL COM 744320102 6,875 -40 -0.58 672 -13.97 0.0122
2026-01-16 2025-12-31 13F PRUDENTIAL FINL COM 744320102 6,915 188 2.79 781 11.91 0.0140
2025-10-17 2025-09-30 13F PRUDENTIAL FINL COM 744320102 6,727 300 4.67 698 1.01 0.0142
2025-07-16 2025-06-30 13F PRUDENTIAL FINL COM 744320102 6,427 -35,370 -84.62 691 -85.22 0.0161
2025-04-23 2025-03-31 13F PRUDENTIAL FINL COM 744320102 41,797 36,342 666.21 4,668 623.57 0.1198
2025-01-22 2024-12-31 13F PRUDENTIAL FINL COM 744320102 5,455 249 4.78 646 2.38 0.0159
2024-10-16 2024-09-30 13F PRUDENTIAL FINL COM 744320102 5,206 133 2.62 630 6.06 0.0166
2024-08-02 2024-06-30 13F PRUDENTIAL FINL COM 744320102 5,073 -2,282 -31.03 595 -31.17 0.0172
2024-04-29 2024-03-31 13F PRUDENTIAL FINL COM 744320102 7,355 3,085 72.25 864 95.25 0.0262
2024-01-29 2023-12-31 13F PRUDENTIAL FINL COM 744320102 4,270 4 0.09 443 9.41 0.0145
2023-10-30 2023-09-30 13F PRUDENTIAL FINL COM 744320102 4,266 219 5.41 405 13.17 0.0164
2023-08-02 2023-06-30 13F/A-1 PRUDENTIAL FINL COM 744320102 4,047 -459 -10.19 357 -4.03 0.0140
2023-08-02 2023-06-30 13F PRUDENTIAL FINL COM 744320102 4,047 -459 357 0.0140
2023-05-03 2023-03-31 13F PRUDENTIAL FINL COM 744320102 4,506 -324 -6.71 373 -22.50 0.0212
2023-05-01 2022-12-31 13F/A-1 PRUDENTIAL FINL COM 744320102 4,830 2,258 87.79 480 117.19 0.0298
2023-02-14 2022-12-31 13F PRUDENTIAL FINL COM 744320102 4,830 480
2022-12-13 2022-09-30 13F PRUDENTIAL FINL COM 744320102 2,572 -254 -8.99 221 -18.15 0.0191
2022-08-11 2022-06-30 13F PRUDENTIAL FINL COM 744320102 2,826 1,043 58.50 270 27.96 0.0226
2022-05-16 2022-03-31 13F PRUDENTIAL FINL COM 744320102 1,783 1,783 211 0.0149
2021-05-17 2021-03-31 13F PRUDENTIAL FINL COM 744320102 0 -1,396 -100.00 0 -100.00
2021-01-28 2020-12-31 13F PRUDENTIAL FINL COM 744320102 1,396 1,396 109 0.0127
2018-08-08 2018-06-30 13F/A-1 Prudential Financial COM 744320102 0 -625 -100.00 0 -100.00
2018-05-14 2018-03-31 13F Prudential Financial COM 744320102 625 0 0.00 65 -9.72 0.0239
2018-02-14 2017-12-31 13F Prudential Financial COM 744320102 625 110 21.36 72 30.91 0.0269
2017-12-05 2017-09-30 13F Prudential Financial COM 744320102 515 -163 -24.04 55 -24.66 0.0178
2017-09-12 2017-06-30 13F Prudential Financial COM 744320102 678 0 0.00 73 1.39 0.0159
2017-06-05 2017-03-31 13F Prudential Financial COM 744320102 678 0 0.00 72 -6.49 0.0153
2017-03-07 2016-12-31 13F Prudential Financial COM 744320102 678 678 -73.64 77 -65.16 0.0168
2016-11-16 2016-09-30 13F Prudential Financial COM 744320102 0 -515 -100.00 0 -100.00
2016-08-19 2016-06-30 13F Prudential Financial COM 744320102 515 515 -79.98 37 -83.26 0.0098
2014-02-18 2013-12-31 13F PRUDENTIAL FINL COM 744320102 0 -2,572 -100.00 0 -100.00
2022-11-14 2011-09-30 13F PRUDENTIAL FINL COM 744320102 2,572 2,572 221 0.0191
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.