Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionPFG Investments, LLC
Latest Disclosed Ownership6,881 shares
Latest Disclosed Value $ 672,199
PFG Investments, LLC reports 10.15% increase in ownership of PRU / Prudential Financial, Inc.

On April 27, 2026 - PFG Investments, LLC filed a 13F-HR form disclosing ownership of 6,881 shares of Prudential Financial, Inc. (MX:PRU) valued at $672,199 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 6,247 shares of Prudential Financial, Inc.. This represents a change in shares of 10.15% 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)
2026-04-27 2026-03-31 13F PRUDENTIAL FINL COM 744320102 6,881 634 10.15 672 -4.68 0.0313
2026-01-26 2025-12-31 13F PRUDENTIAL FINL COM 744320102 6,247 288 4.83 705 14.08 0.0332
2025-10-31 2025-09-30 13F PRUDENTIAL FINL COM 744320102 5,959 -900 -13.12 618 -16.03 0.0321
2025-07-18 2025-06-30 13F PRUDENTIAL FINL COM 744320102 6,859 264 4.00 737 0.00 0.0432
2025-04-22 2025-03-31 13F PRUDENTIAL FINL COM 744320102 6,595 -1,817 -21.60 737 -26.18 0.0472
2025-01-22 2024-12-31 13F PRUDENTIAL FINL COM 744320102 8,412 830 10.95 997 8.61 0.0621
2024-10-24 2024-09-30 13F PRUDENTIAL FINL COM 744320102 7,582 -70 -0.91 918 2.46 0.0593
2024-08-07 2024-06-30 13F PRUDENTIAL FINL COM 744320102 7,652 2,959 63.05 897 62.91 0.0640
2024-04-22 2024-03-31 13F PRUDENTIAL FINL COM 744320102 4,693 339 7.79 551 21.95 0.0333
2024-01-17 2023-12-31 13F PRUDENTIAL FINL COM 744320102 4,354 -3,705 -45.97 452 -40.97 0.0839
2023-11-06 2023-09-30 13F PRUDENTIAL FINL COM 744320102 8,059 -154 -1.88 765 5.52 0.1435
2023-08-03 2023-06-30 13F PRUDENTIAL FINL COM 744320102 8,213 -129 -1.55 725 4.93 0.1285
2023-05-11 2023-03-31 13F PRUDENTIAL FINL COM 744320102 8,342 8,342 690 0.1404
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.