Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionStratos Wealth Partners, LTD.
Latest Disclosed Ownership8,208 shares
Latest Disclosed Value $ 801,906
Stratos Wealth Partners, LTD. reports 1.96% decrease in ownership of PRU / Prudential Financial, Inc.

On April 28, 2026 - Stratos Wealth Partners, LTD. filed a 13F-HR form disclosing ownership of 8,208 shares of Prudential Financial, Inc. (MX:PRU) valued at $801,906 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 8,372 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)
2026-04-28 2026-03-31 13F PRUDENTIAL FINL COM 744320102 8,208 -164 -1.96 802 -15.24 0.0091
2026-01-20 2025-12-31 13F PRUDENTIAL FINL COM 744320102 8,372 -1,212 -12.65 945 -4.93 0.0107
2025-11-06 2025-09-30 13F PRUDENTIAL FINL COM 744320102 9,584 1,079 12.69 994 8.87 0.0117
2025-07-29 2025-06-30 13F PRUDENTIAL FINL COM 744320102 8,505 359 4.41 914 0.44 0.0124
2025-04-30 2025-03-31 13F PRUDENTIAL FINL COM 744320102 8,146 -1,374 -14.43 910 -19.41 0.0138
2025-01-27 2024-12-31 13F PRUDENTIAL FINL COM 744320102 9,520 -245 -2.51 1,129 -4.57 0.0159
2024-10-17 2024-09-30 13F PRUDENTIAL FINL COM 744320102 9,765 301 3.18 1,183 6.58 0.0171
2024-07-24 2024-06-30 13F PRUDENTIAL FINL COM 744320102 9,464 -5,080 -34.93 1,109 -35.03 0.0178
2024-04-16 2024-03-31 13F PRUDENTIAL FINL COM 744320102 14,544 488 3.47 1,708 17.16 0.0283
2024-01-24 2023-12-31 13F PRUDENTIAL FINL COM 744320102 14,056 -193 -1.35 1,458 7.77 0.0272
2023-10-24 2023-09-30 13F PRUDENTIAL FINL COM 744320102 14,249 -1,368 -8.76 1,352 -1.82 0.0291
2023-07-18 2023-06-30 13F PRUDENTIAL FINL COM 744320102 15,617 1,223 8.50 1,378 15.71 0.0312
2023-04-27 2023-03-31 13F PRUDENTIAL FINL COM 744320102 14,394 -1,874 -11.52 1,191 -26.45 0.0317
2023-01-19 2022-12-31 13F PRUDENTIAL FINL COM 744320102 16,268 -165 -1.00 1,618 14.75 0.0409
2022-10-24 2022-09-30 13F PRUDENTIAL FINL COM 744320102 16,433 424 2.65 1,410 -7.96 0.0394
2022-07-22 2022-06-30 13F PRUDENTIAL FINL COM 744320102 16,009 487 3.14 1,532 -16.47 0.0386
2022-04-26 2022-03-31 13F PRUDENTIAL FINL COM 744320102 15,522 -2,771 -15.15 1,834 -7.37 0.0410
2022-01-14 2021-12-31 13F PRUDENTIAL FINL COM 744320102 18,293 7,760 73.67 1,980 78.70 0.0438
2021-10-19 2021-09-30 13F PRUDENTIAL FINL COM 744320102 10,533 -353 -3.24 1,108 -0.72 0.0282
2021-07-19 2021-06-30 13F PRUDENTIAL FINL COM 744320102 10,886 -80 -0.73 1,116 11.71 0.0278
2021-04-27 2021-03-31 13F PRUDENTIAL FINL COM 744320102 10,966 898 8.92 999 27.10 0.0276
2021-01-29 2020-12-31 13F PRUDENTIAL FINL COM 744320102 10,068 42 0.42 786 23.39 0.0233
2020-10-29 2020-09-30 13F PRUDENTIAL FINL COM 744320102 10,026 -622 -5.84 637 -1.70 0.0209
2020-07-28 2020-06-30 13F PRUDENTIAL FINL COM 744320102 10,648 2,117 24.82 648 45.62 0.0231
2020-05-04 2020-03-31 13F PRUDENTIAL FINL COM 744320102 8,531 -96 -1.11 445 -44.99 0.0204
2020-01-29 2019-12-31 13F PRUDENTIAL FINL COM 744320102 8,627 797 10.18 809 14.91 0.0318
2019-11-12 2019-09-30 13F/A-1 PRUDENTIAL FINL COM 744320102 7,830 567 7.81 704 -4.09 0.0304
2019-11-12 2019-09-30 13F PRUDENTIAL FINL COM 744320102 96 -7,167 1 28.6616
2019-08-06 2019-06-30 13F PRUDENTIAL FINL COM 744320102 7,263 -1,021 -12.32 734 -3.55 0.0318
2019-05-07 2019-03-31 13F PRUDENTIAL FINL COM 744320102 8,284 1,188 16.74 761 31.43 0.0342
2019-02-08 2018-12-31 13F PRUDENTIAL FINL COM 744320102 7,096 137 1.97 579 -17.87 0.0299
2018-11-02 2018-09-30 13F PRUDENTIAL FINL COM 744320102 6,959 -4,661 -40.11 705 -35.14 0.0315
2018-08-13 2018-06-30 13F PRUDENTIAL FINL COM 744320102 11,620 5,644 94.44 1,087 75.61 0.0485
2018-05-10 2018-03-31 13F PRUDENTIAL FINL COM 744320102 5,976 76 1.29 619 -8.70 0.0261
2018-02-09 2017-12-31 13F PRUDENTIAL FINL COM 744320102 5,900 -281 -4.55 678 3.20 0.0304
2017-11-07 2017-09-30 13F PRUDENTIAL FINL COM 744320102 6,181 -496 -7.43 657 -9.00 0.0310
2017-07-31 2017-06-30 13F PRUDENTIAL FINL COM 744320102 6,677 574 9.41 722 10.91 0.0373
2017-05-11 2017-03-31 13F PRUDENTIAL FINL COM 744320102 6,103 77 1.28 651 3.83 0.0368
2017-02-02 2016-12-31 13F PRUDENTIAL FINL COM 744320102 6,026 -152 -2.46 627 24.40 0.0390
2016-11-01 2016-09-30 13F PRUDENTIAL FINL COM 744320102 6,178 367 6.32 504 21.45 0.0340
2016-08-12 2016-06-30 13F PRUDENTIAL FINL COM 744320102 5,811 398 7.35 415 6.14 0.0308
2016-05-09 2016-03-31 13F PRUDENTIAL FINL COM 744320102 5,413 691 14.63 391 1.82 0.0335
2016-02-16 2015-12-31 13F PRUDENTIAL FINL COM 744320102 4,722 1,219 34.80 384 43.82 0.0320
2015-10-30 2015-09-30 13F PRUDENTIAL FINL COM 744320102 3,503 -251 -6.69 267 -18.84 0.0335
2015-08-12 2015-06-30 13F PRUDENTIAL FINL COM 744320102 3,754 -15,629 -80.63 329 -78.94 0.0422
2015-05-13 2015-03-31 13F PRUDENTIAL FINL COM 744320102 19,383 15,845 447.85 1,562 388.13 0.1858
2015-02-09 2014-12-31 13F/A-1 PRUDENTIAL FINL COM 744320102 3,538 3,538 320 0.0576
2015-02-09 2014-12-31 13F PRUDENTIAL FINL COM 744320102 3,538 320
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.