Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionStonebridge Capital Advisors LLC
Latest Disclosed Ownership15,138 shares
Latest Disclosed Value $ 1,478,787
Stonebridge Capital Advisors LLC reports 1.96% decrease in ownership of PRU / Prudential Financial, Inc.

On May 14, 2026 - Stonebridge Capital Advisors LLC filed a 13F-HR form disclosing ownership of 15,138 shares of Prudential Financial, Inc. (MX:PRU) valued at $1,478,787 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 15,441 shares of Prudential Financial, Inc.. This represents a change in shares of -1.96% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-14 2026-03-31 13F PRUDENTIAL FINL INC COM Stock 744320102 15,138 -303 -1.96 1,479 -15.20 0.1035
2026-02-12 2025-12-31 13F PRUDENTIAL FINL INC COM Stock 744320102 15,441 -442 -2.78 1,743 5.83 0.1207
2025-11-12 2025-09-30 13F PRUDENTIAL FINL INC COM Stock 744320102 15,883 -20 -0.13 1,648 -3.57 0.1175
2025-08-15 2025-06-30 13F PRUDENTIAL FINL INC COM Stock 744320102 15,903 -320 -1.97 1,709 -5.69 0.1298
2025-05-14 2025-03-31 13F PRUDENTIAL FINL INC COM Stock 744320102 16,223 -712 -4.20 1,812 -9.77 0.1476
2025-02-14 2024-12-31 13F PRUDENTIAL FINL INC COM Stock 744320102 16,935 -656 -3.73 2,007 -5.77 0.1613
2024-11-14 2024-09-30 13F PRUDENTIAL FINL INC COM Stock 744320102 17,591 -1,006 -5.41 2,130 -2.25 0.1737
2024-08-14 2024-06-30 13F PRUDENTIAL FINL INC COM Stock 744320102 18,597 -1,738 -8.55 2,179 -8.71 0.1917
2024-05-14 2024-03-31 13F PRUDENTIAL FINL INC COM Stock 744320102 20,335 -1,041 -4.87 2,387 7.72 0.2145
2024-02-14 2023-12-31 13F PRUDENTIAL FINL INC COM Stock 744320102 21,376 -170 -0.79 2,217 8.41 0.2224
2023-11-15 2023-09-30 13F PRUDENTIAL FINL INC COM Stock 744320102 21,546 -486 -2.21 2,044 5.20 0.2250
2023-08-23 2023-06-30 13F PRUDENTIAL FINL INC COM Stock 744320102 22,032 444 2.06 1,944 8.79 0.2065
2023-05-12 2023-03-31 13F PRUDENTIAL FINL INC COM Stock 744320102 21,588 734 3.52 1,786 -13.89 0.2038
2023-02-14 2022-12-31 13F PRUDENTIAL FINL INC COM Stock 744320102 20,854 -874 -4.02 2,074 11.27 0.2457
2022-11-14 2022-09-30 13F PRUDENTIAL FINL INC COM Stock 744320102 21,728 442 2.08 1,864 -8.49 0.2399
2022-08-12 2022-06-30 13F PRUDENTIAL FINL INC COM Stock 744320102 21,286 231 1.10 2,037 -18.13 0.2468
2022-05-13 2022-03-31 13F/A-1 PRUDENTIAL FINL INC COM Stock 744320102 21,055 -89 -0.42 2,488 8.69 0.2688
2022-05-12 2022-03-31 13F PRUDENTIAL FINL INC COM Stock 744320102 21,144 0 2,289 0.2528
2022-02-14 2021-12-31 13F PRUDENTIAL FINL INC COM Stock 744320102 21,144 70 0.33 2,289 3.25 0.2528
2021-11-15 2021-09-30 13F PRUDENTIAL FINL INC COM Stock 744320102 21,074 -154 -0.73 2,217 1.93 0.2695
2021-08-20 2021-06-30 13F/A-1 PRUDENTIAL FINL INC COM Stock 744320102 21,228 626 3.04 2,175 15.88 0.2632
2021-08-16 2021-06-30 13F PRUDENTIAL FINL INC COM Stock 744320102 20,602 0 1,877 0.2484
2021-05-14 2021-03-31 13F PRUDENTIAL FINL INC COM Stock 744320102 20,602 1,150 5.91 1,877 23.57 0.2484
2021-03-05 2020-12-31 13F PRUDENTIAL FINL INC COM Stock 744320102 19,452 345 1.81 1,519 25.12 0.2300
2020-11-18 2020-09-30 13F PRUDENTIAL FINL INC COM Stock 744320102 19,107 -45 -0.23 1,214 4.12 0.2178
2020-08-13 2020-06-30 13F PRUDENTIAL FINL INC COM Stock 744320102 19,152 1,605 9.15 1,166 27.43 0.2162
2020-05-15 2020-03-31 13F PRUDENTIAL FINL INC COM Stock 744320102 17,547 2,815 19.11 915 -33.74 0.1932
2020-02-14 2019-12-31 13F PRUDENTIAL FINL INC COM Stock 744320102 14,732 1,842 14.29 1,381 19.15 0.2254
2019-11-12 2019-09-30 13F PRUDENTIAL FINL INC COM Stock 744320102 12,890 390 3.12 1,159 -8.16 0.1999
2019-08-15 2019-06-30 13F PRUDENTIAL FINL INC COM Stock 744320102 12,500 -620 -4.73 1,262 4.73 0.2243
2019-05-14 2019-03-31 13F PRUDENTIAL FINL INC COM Stock 744320102 13,120 13,120 1,205 0.2240
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.