Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionRoble, Belko & Company, Inc
Latest Disclosed Ownership81 shares
Latest Disclosed Value $ 8
Roble, Belko & Company, Inc ownership in PRU / Prudential Financial, Inc.

On April 16, 2026 - Roble, Belko & Company, Inc filed a 13F-HR form disclosing ownership of 81 shares of Prudential Financial, Inc. (MX:PRU) valued at $8 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 81 shares of Prudential Financial, Inc..

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)
2026-04-16 2026-03-31 13F PRUDENTIAL FINL COM 744320102 81 0 0.00 0 0.0010
2026-01-12 2025-12-31 13F PRUDENTIAL FINL COM 744320102 81 0 0.00 0 0.0012
2025-10-24 2025-09-30 13F PRUDENTIAL FINL COM 744320102 81 0 0.00 0 0.0011
2025-08-04 2025-06-30 13F PRUDENTIAL FINL COM 744320102 81 0 0.00 0 0.0013
2025-05-08 2025-03-31 13F PRUDENTIAL FINL COM 744320102 81 0 0.00 0 0.0014
2025-01-14 2024-12-31 13F PRUDENTIAL FINL COM 744320102 81 0 0.00 0 0.0016
2024-10-15 2024-09-30 13F PRUDENTIAL FINL COM 744320102 81 0 0.00 0 0.0016
2024-08-08 2024-06-30 13F PRUDENTIAL FINL COM 744320102 81 0 0.00 0 0.0015
2024-04-11 2024-03-31 13F PRUDENTIAL FINL COM 744320102 81 0 0.00 0 0.0017
2024-02-01 2023-12-31 13F PRUDENTIAL FINL COM 744320102 81 0 0.00 0 0.0015
2023-11-01 2023-09-30 13F PRUDENTIAL FINL COM 744320102 81 0 0.00 0 0.0016
2023-08-04 2023-06-30 13F PRUDENTIAL FINL COM 744320102 81 0 0.00 0 0.0014
2023-05-10 2023-03-31 13F PRUDENTIAL FINL COM 744320102 81 0 0.00 0 0.0014
2023-02-08 2022-12-31 13F PRUDENTIAL FINL COM 744320102 81 -4 -4.71 0 -100.00 0.0017
2022-11-14 2022-09-30 13F PRUDENTIAL FINL COM 744320102 85 0 0.00 7 -12.50 0.0017
2022-08-10 2022-06-30 13F PRUDENTIAL FINL COM 744320102 85 0 0.00 8 -20.00 0.0018
2022-05-06 2022-03-31 13F PRUDENTIAL FINL COM 744320102 85 -15 -15.00 10 -9.09 0.0019
2022-02-07 2021-12-31 13F PRUDENTIAL FINL COM 744320102 100 15 17.65 11 22.22 0.0021
2021-11-03 2021-09-30 13F PRUDENTIAL FINL COM 744320102 85 0 0.00 9 0.00 0.0019
2021-08-02 2021-06-30 13F PRUDENTIAL FINL COM 744320102 85 0 0.00 9 12.50 0.0020
2021-05-12 2021-03-31 13F PRUDENTIAL FINL COM 744320102 85 0 0.00 8 14.29 0.0019
2021-02-05 2020-12-31 13F PRUDENTIAL FINL COM 744320102 85 0 0.00 7 40.00 0.0018
2020-11-10 2020-09-30 13F PRUDENTIAL FINL COM 744320102 85 0 0.00 5 0.00 0.0015
2020-08-10 2020-06-30 13F PRUDENTIAL FINL COM 744320102 85 0 0.00 5 25.00 0.0015
2020-05-05 2020-03-31 13F PRUDENTIAL FINL COM 744320102 85 0 0.00 4 -50.00 0.0013
2020-01-13 2019-12-31 13F PRUDENTIAL FINL COM 744320102 85 0 0.00 8 0.00 0.0022
2019-11-13 2019-09-30 13F PRUDENTIAL FINL COM 744320102 85 0 0.00 8 -11.11 0.0023
2019-08-13 2019-06-30 13F PRUDENTIAL FINL COM 744320102 85 0 0.00 9 12.50 0.0028
2019-05-10 2019-03-31 13F PRUDENTIAL FINL COM 744320102 85 0 0.00 8 14.29 0.0027
2019-02-13 2018-12-31 13F PRUDENTIAL FINL COM 744320102 85 0 0.00 7 -22.22 0.0027
2018-11-14 2018-09-30 13F PRUDENTIAL FINL COM 744320102 85 0 0.00 9 12.50 0.0033
2018-08-08 2018-06-30 13F PRUDENTIAL FINL COM 744320102 85 0 0.00 8 -11.11 0.0030
2018-05-14 2018-03-31 13F PRUDENTIAL FINL COM 744320102 85 0 0.00 9 -10.00 0.0035
2018-01-30 2017-12-31 13F PRUDENTIAL FINL COM 744320102 85 0 0.00 10 11.11 0.0041
2017-11-08 2017-09-30 13F PRUDENTIAL FINL COM 744320102 85 0 0.00 9 0.00 0.0040
2017-08-11 2017-06-30 13F PRUDENTIAL FINL COM 744320102 85 0 0.00 9 0.00 0.0043
2017-05-12 2017-03-31 13F PRUDENTIAL FINL COM 744320102 85 4 4.94 9 12.50 0.0045
2017-01-18 2016-12-31 13F PRUDENTIAL FINL COM 744320102 81 -100 -55.25 8 -46.67 0.0042
2016-11-01 2016-09-30 13F PRUDENTIAL FINL COM 744320102 181 100 123.46 15 150.00 0.0080
2016-08-11 2016-06-30 13F PRUDENTIAL FINL COM 744320102 81 0 0.00 6 0.00 0.0033
2016-05-09 2016-03-31 13F PRUDENTIAL FINL COM 744320102 81 0 0.00 6 -14.29 0.0034
2016-02-04 2015-12-31 13F PRUDENTIAL FINL COM 744320102 81 0 0.00 7 16.67 0.0042
2015-11-12 2015-09-30 13F PRUDENTIAL FINL COM 744320102 81 0 0.00 6 -14.29 0.0037
2015-08-12 2015-06-30 13F PRUDENTIAL FINL COM 744320102 81 0 0.00 7 0.00 0.0041
2015-06-04 2015-03-31 13F/A-1 PRUDENTIAL FINANCIAL CS 744320102 81 81 7 0.0041
2015-05-14 2015-03-31 13F PRUDENTIAL FINANCIAL CS 744320102 81 7
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.