Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionRsm Us Wealth Management Llc
Latest Disclosed Ownership21,361 shares
Latest Disclosed Value $ 2,086,778
Rsm Us Wealth Management Llc reports 0.24% decrease in ownership of PRU / Prudential Financial, Inc.

On May 12, 2026 - Rsm Us Wealth Management Llc filed a 13F-HR form disclosing ownership of 21,361 shares of Prudential Financial, Inc. (MX:PRU) valued at $2,086,778 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 21,412 shares of Prudential Financial, Inc.. This represents a change in shares of -0.24% 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)
2026-05-12 2026-03-31 13F PRUDENTIAL FINL COM 744320102 21,361 -51 -0.24 2,087 -14.30 0.0256
2026-01-23 2025-12-31 13F PRUDENTIAL FINL COM 744320102 21,412 -1,911 -8.19 2,434 0.62 0.0310
2025-11-12 2025-09-30 13F PRUDENTIAL FINL COM 744320102 23,323 -7,016 -23.13 2,420 -25.77 0.0315
2025-08-13 2025-06-30 13F PRUDENTIAL FINL COM 744320102 30,339 277 0.92 3,260 -2.92 0.0455
2025-05-06 2025-03-31 13F PRUDENTIAL FINL COM 744320102 30,062 -1,892 -5.92 3,357 -11.17 0.0521
2025-01-27 2024-12-31 13F PRUDENTIAL FINL COM 744320102 31,954 6,409 25.09 3,780 23.94 0.0543
2024-11-07 2024-09-30 13F PRUDENTIAL FINL COM 744320102 25,545 3,712 17.00 3,049 18.87 0.0447
2024-08-07 2024-06-30 13F PRUDENTIAL FINL COM 744320102 21,833 13,290 155.57 2,566 155.99 0.0431
2024-05-02 2024-03-31 13F PRUDENTIAL FINL COM 744320102 8,543 1,603 23.10 1,003 39.36 0.0258
2024-02-05 2023-12-31 13F PRUDENTIAL FINL COM 744320102 6,940 4,306 163.48 720 188.76 0.0195
2023-11-08 2023-09-30 13F PRUDENTIAL FINL COM 744320102 2,634 3 0.11 250 7.33 0.0088
2023-08-04 2023-06-30 13F PRUDENTIAL FINL COM 744320102 2,631 2,631 232 0.0079
2022-08-11 2022-06-30 13F PRUDENTIAL FINL COM 744320102 0 -1,817 -100.00 0 -100.00
2022-05-02 2022-03-31 13F PRUDENTIAL FINL COM 744320102 1,817 1,817 215 0.0109
2021-04-29 2021-03-31 13F PRUDENTIAL FINL COM 744320102 0 -2,713 -100.00 0 -100.00
2021-02-04 2020-12-31 13F PRUDENTIAL FINL COM 744320102 2,713 2,713 212 0.0150
2020-06-04 2019-12-31 13F PRUDENTIAL FINL COM 744320102 0 0 0 0.0000
2020-06-04 2019-03-31 13F PRUDENTIAL FINL COM 744320102 0 0 0 0.0000
2020-06-04 2018-12-31 13F PRUDENTIAL FINL COM 744320102 0 -1,972 -100.00 0 -100.00
2020-06-04 2018-09-30 13F PRUDENTIAL FINL COM 744320102 1,972 -6,577 -76.93 200 -29.33 0.0262
2020-06-04 2018-06-30 13F PRUDENTIAL FINL COM 744320102 8,549 -245 -2.79 283 -14.24 0.0379
2020-06-04 2018-03-31 13F PRUDENTIAL FINL COM 744320102 8,794 -221 -2.45 330 -14.73 0.0394
2020-06-04 2017-12-31 13F PRUDENTIAL FINL COM 744320102 9,015 5,024 125.88 387 -8.73 0.0468
2020-06-04 2017-09-30 13F PRUDENTIAL FINL COM 744320102 3,991 204 5.39 424 3.41 0.0556
2020-06-04 2017-06-30 13F PRUDENTIAL FINL COM 744320102 3,787 194 5.40 410 7.05 0.0578
2020-06-04 2017-03-31 13F PRUDENTIAL FINL COM 744320102 3,593 354 10.93 383 13.65 0.0557
2020-06-04 2016-12-31 13F PRUDENTIAL FINL COM 744320102 3,239 332 11.42 337 42.19 0.0535
2020-06-04 2016-09-30 13F PRUDENTIAL FINL COM 744320102 2,907 -605 -17.23 237 -5.58 0.0413
2020-06-04 2016-06-30 13F PRUDENTIAL FINL COM 744320102 3,512 -93 -2.58 251 -3.46 0.0482
2020-06-04 2016-03-31 13F PRUDENTIAL FINL COM 744320102 3,605 -527 -12.75 260 -22.62 0.0525
2020-06-04 2015-12-31 13F PRUDENTIAL FINL COM 744320102 4,132 915 28.44 336 37.14 0.0792
2020-06-04 2015-09-30 13F PRUDENTIAL FINL COM 744320102 3,217 312 10.74 245 -3.54 0.0642
2020-06-04 2015-06-30 13F PRUDENTIAL FINL COM 744320102 2,905 309 11.90 254 22.12 0.0634
2020-06-04 2015-03-31 13F PRUDENTIAL FINL COM 744320102 2,596 45 1.76 208 -9.96 0.0530
2020-06-04 2014-12-31 13F PRUDENTIAL FINL COM 744320102 2,551 10 0.39 231 3.59 0.0620
2020-06-04 2014-09-30 13F PRUDENTIAL FINL COM 744320102 2,541 246 10.72 223 9.31 0.0653
2020-06-04 2014-06-30 13F PRUDENTIAL FINL COM 744320102 2,295 2,295 204 0.0577
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.