Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionStrategic Advisors LLC
Latest Disclosed Ownership6,315 shares
Latest Disclosed Value $ 616,912
Strategic Advisors LLC reports 7.34% decrease in ownership of PRU / Prudential Financial, Inc.

On May 14, 2026 - Strategic Advisors LLC filed a 13F-HR form disclosing ownership of 6,315 shares of Prudential Financial, Inc. (MX:PRU) valued at $616,912 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 6,815 shares of Prudential Financial, Inc.. This represents a change in shares of -7.34% 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)
2026-05-14 2026-03-31 13F PRUDENTIAL FINL COM 744320102 6,315 -500 -7.34 617 -19.90 0.1024
2026-02-10 2025-12-31 13F PRUDENTIAL FINL COM 744320102 6,815 -3,500 -33.93 769 -28.13 0.1205
2025-11-03 2025-09-30 13F PRUDENTIAL FINL COM 744320102 10,315 1,500 17.02 1,070 12.99 0.1718
2025-08-12 2025-06-30 13F PRUDENTIAL FINL COM 744320102 8,815 -1,595 -15.32 947 -18.50 0.1863
2025-04-17 2025-03-31 13F PRUDENTIAL FINL COM 744320102 10,410 -500 -4.58 1,163 -10.13 0.2240
2025-01-31 2024-12-31 13F PRUDENTIAL FINL COM 744320102 10,910 1,800 19.76 1,293 17.23 0.2335
2024-10-09 2024-09-30 13F PRUDENTIAL FINL COM 744320102 9,110 0 0.00 1,103 3.37 0.2058
2024-07-11 2024-06-30 13F PRUDENTIAL FINL COM 744320102 9,110 -2,500 -21.53 1,068 -21.72 0.2072
2024-04-22 2024-03-31 13F PRUDENTIAL FINL COM 744320102 11,610 -500 -4.13 1,363 8.61 0.2688
2024-01-19 2023-12-31 13F PRUDENTIAL FINL COM 744320102 12,110 200 1.68 1,256 11.06 0.2377
2023-10-13 2023-09-30 13F PRUDENTIAL FINL COM 744320102 11,910 1,900 18.98 1,130 27.97 0.2228
2023-07-31 2023-06-30 13F PRUDENTIAL FINL COM 744320102 10,010 0 0.00 883 6.64 0.1682
2023-04-27 2023-03-31 13F PRUDENTIAL FINL COM 744320102 10,010 0 0.00 828 -16.78 0.1677
2023-01-23 2022-12-31 13F PRUDENTIAL FINL COM 744320102 10,010 -450 -4.30 996 10.93 0.2218
2022-11-10 2022-09-30 13F Prudential Financial COM 744320102 10,460 500 5.02 897 -5.78 0.1989
2022-08-03 2022-06-30 13F Prudential Financial COM 744320102 9,960 151 1.54 952 -17.86 0.1990
2022-05-10 2022-03-31 13F Prudential Financial COM 744320102 9,809 -1,500 -13.26 1,159 -5.31 0.2012
2022-01-21 2021-12-31 13F Prudential Financial COM 744320102 11,309 0 0.00 1,224 2.94 0.1741
2021-10-21 2021-09-30 13F Prudential Financial COM 744320102 11,309 0 0.00 1,189 2.68 0.2560
2021-08-10 2021-06-30 13F Prudential Financial COM 744320102 11,309 -200 -1.74 1,158 10.50 0.3011
2021-05-05 2021-03-31 13F Prudential Financial COM 744320102 11,509 -41 -0.35 1,048 11.61 0.3041
2021-02-11 2020-12-31 13F Prudential Financial COM 744320102 11,550 -1,989 -14.69 939 5.62 0.2714
2020-10-13 2020-09-30 13F Prudential Financial COM 744320102 13,539 -6,366 -31.98 889 -31.77 0.2981
2020-08-12 2020-06-30 13F Prudential Financial COM 744320102 19,905 -800 -3.86 1,303 14.40 0.4861
2020-04-30 2020-03-31 13F Prudential Financial COM 744320102 20,705 -2,300 -10.00 1,139 -47.17 0.4962
2020-02-05 2019-12-31 13F Prudential Financial COM 744320102 23,005 -1,028 -4.28 2,156 -0.28 0.7510
2019-10-17 2019-09-30 13F Prudential Financial COM 744320102 24,033 8,434 54.07 2,162 37.27 0.8111
2019-07-22 2019-06-30 13F Prudential Financial COM 744320102 15,599 1,996 14.67 1,575 26.00 0.6001
2019-04-15 2019-03-31 13F Prudential Financial COM 744320102 13,603 1,100 8.80 1,250 22.55 0.4830
2019-01-24 2018-12-31 13F Prudential Financial COM 744320102 12,503 -652 -4.96 1,020 -23.48 0.4453
2018-10-18 2018-09-30 13F Prudential Financial COM 744320102 13,155 -1,283 -8.89 1,333 -1.26 0.4878
2018-07-30 2018-06-30 13F Prudential Financial COM 744320102 14,438 -251 -1.71 1,350 -11.24 0.5419
2018-04-19 2018-03-31 13F Prudential Financial COM 744320102 14,689 1,513 11.48 1,521 0.40 0.6295
2018-01-16 2017-12-31 13F Prudential Financial COM 744320102 13,176 138 1.06 1,515 9.31 0.6193
2017-11-13 2017-09-30 13F Prudential Financial COM 744320102 13,038 12 0.09 1,386 -1.63 0.6013
2017-08-10 2017-06-30 13F PRUDENTIAL FINL COM 744320102 13,026 1,310 11.18 1,409 12.72 0.6440
2017-05-03 2017-03-31 13F PRUDENTIAL FINL COM 744320102 11,716 -1,349 -10.33 1,250 -8.09 0.5903
2017-02-06 2016-12-31 13F PRUDENTIAL FINL COM 744320102 13,065 -603 -4.41 1,360 21.86 0.7137
2016-10-24 2016-09-30 13F PRUDENTIAL FINL COM 744320102 13,668 608 4.66 1,116 19.74 0.6253
2016-07-19 2016-06-30 13F PRUDENTIAL FINL COM 744320102 13,060 0 0.00 932 -1.17 0.5377
2016-05-06 2016-03-31 13F PRUDENTIAL FINL COM 744320102 13,060 226 1.76 943 -9.67 0.5365
2016-01-28 2015-12-31 13F PRUDENTIAL FINL COM 744320102 12,834 0 0.00 1,045 6.75 0.6838
2015-11-04 2015-09-30 13F PRUDENTIAL FINL COM 744320102 12,834 -150 -1.16 978 -13.91 0.6784
2015-08-12 2015-06-30 13F PRUDENTIAL FINL COM 744320102 12,984 -269 -2.03 1,136 -3.40 0.7244
2015-05-13 2015-03-31 13F PRUDENTIAL FINL COM 744320102 13,253 255 1.96 1,176 0.00 0.7537
2015-01-20 2014-12-31 13F PRUDENTIAL FINL COM 744320102 12,998 -200 -1.52 1,176 1.29 0.7665
2014-11-14 2014-09-30 13F PRUDENTIAL FINL COM 744320102 13,198 -55 -0.42 1,161 -1.28 0.7624
2014-08-14 2014-06-30 13F PRUDENTIAL FINL COM 744320102 13,253 500 3.92 1,176 8.89 0.7521
2014-05-08 2014-03-31 13F PRUDENTIAL FINL COM 744320102 12,753 -500 -3.77 1,080 -11.62 0.7244
2014-01-31 2013-12-31 13F PRUDENTIAL FINL COM 744320102 13,253 -1,745 -11.63 1,222 4.44 0.8312
2013-11-18 2013-09-30 13F PRUDENTIAL FINL COM 744320102 14,998 0 0.00 1,170 6.46 0.9607
2013-08-14 2013-06-30 13F PRUDENTIAL FINL COM 744320102 14,998 14,998 1,099 0.9825
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.