Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionProspera Financial Services Inc
Latest Disclosed Ownership10,684 shares
Latest Disclosed Value $ 1,045,372
Prospera Financial Services Inc reports 12.95% increase in ownership of PRU / Prudential Financial, Inc.

On April 14, 2026 - Prospera Financial Services Inc filed a 13F-HR form disclosing ownership of 10,684 shares of Prudential Financial, Inc. (MX:PRU) valued at $1,045,372 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 9,459 shares of Prudential Financial, Inc.. This represents a change in shares of 12.95% 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)
2026-04-14 2026-03-31 13F PRUDENTIAL FINL COM 744320102 10,684 1,225 12.95 1,045 -2.25 0.0168
2026-02-09 2025-12-31 13F PRUDENTIAL FINL COM 744320102 9,459 -226 -2.33 1,070 6.26 0.0176
2025-11-06 2025-09-30 13F PRUDENTIAL FINL COM 744320102 9,685 -787 -7.52 1,006 -10.66 0.0172
2025-08-06 2025-06-30 13F PRUDENTIAL FINL COM 744320102 10,472 1,378 15.15 1,126 10.83 0.0210
2025-05-15 2025-03-31 13F PRUDENTIAL FINL COM 744320102 9,094 -205 -2.20 1,016 -7.80 0.0233
2025-02-13 2024-12-31 13F PRUDENTIAL FINL COM 744320102 9,299 833 9.84 1,103 7.51 0.0257
2024-11-07 2024-09-30 13F PRUDENTIAL FINL COM 744320102 8,466 318 3.90 1,026 7.33 0.0262
2024-08-13 2024-06-30 13F PRUDENTIAL FINL COM 744320102 8,148 361 4.64 955 4.49 0.0266
2024-08-13 2024-03-31 13F PRUDENTIAL FINL COM 744320102 7,787 71 0.92 915 14.25 0.0272
2024-02-14 2023-12-31 13F PRUDENTIAL FINL COM 744320102 7,716 -1,688 -17.95 800 -10.31 0.0265
2023-11-13 2023-09-30 13F PRUDENTIAL FINL COM 744320102 9,404 193 2.10 893 9.85 0.0345
2023-08-08 2023-06-30 13F PRUDENTIAL FINL COM 744320102 9,211 -476 -4.91 813 1.37 0.0311
2023-05-12 2023-03-31 13F PRUDENTIAL FINL COM 744320102 9,687 1,683 21.03 802 0.63 0.0329
2023-02-08 2022-12-31 13F PRUDENTIAL FINL COM 744320102 8,004 1,868 30.44 796 51.04 0.0399
2022-10-27 2022-09-30 13F PRUDENTIAL FINL COM 744320102 6,136 553 9.91 527 -1.31 0.0275
2022-08-08 2022-06-30 13F PRUDENTIAL FINL COM 744320102 5,583 91 1.66 534 -17.72 0.0272
2022-05-04 2022-03-31 13F PRUDENTIAL FINL COM 744320102 5,492 188 3.54 649 12.87 0.0272
2022-02-10 2021-12-31 13F PRUDENTIAL FINL COM 744320102 5,304 20 0.38 575 3.42 0.0249
2021-11-12 2021-09-30 13F PRUDENTIAL FINL COM 744320102 5,284 627 13.46 556 16.32 0.0277
2021-08-16 2021-06-30 13F/A-1 PRUDENTIAL FINL COM 744320102 4,657 235 5.31 478 18.91 0.0240
2021-08-12 2021-06-30 13F PRUDENTIAL FINL COM 744320102 4,657 235 477 0.0246
2021-05-06 2021-03-31 13F PRUDENTIAL FINL COM 744320102 4,422 284 6.86 402 24.07 0.0239
2021-02-12 2020-12-31 13F PRUDENTIAL FINL COM 744320102 4,138 1,366 49.28 324 84.09 0.0223
2020-11-04 2020-09-30 13F PRUDENTIAL FINL COM 744320102 2,772 -1,470 -34.65 176 -31.78 0.0673
2020-08-10 2020-06-30 13F PRUDENTIAL FINL COM 744320102 4,242 -1,449 -25.46 258 -13.13 0.0229
2020-05-15 2020-03-31 13F PRUDENTIAL FINL COM 744320102 5,691 110 1.97 297 -43.21 0.0315
2020-02-12 2019-12-31 13F PRUDENTIAL FINL COM 744320102 5,581 -221 -3.81 523 0.19 0.0403
2019-10-22 2019-09-30 13F PRUDENTIAL FINL COM 744320102 5,802 3,191 122.21 522 97.73 0.0536
2019-08-14 2019-06-30 13F/A-1 PRUDENTIAL FINL COM 744320102 2,611 -1,329 -33.73 264 -32.13 0.0296
2019-05-02 2019-03-31 13F PRUDENTIAL FINL COM 744320102 3,940 3,940 389 0.1280
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.