Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionW Advisors, Llc
Latest Disclosed Ownership2,580 shares
Latest Disclosed Value $ 252,040
W Advisors, Llc reports 0.35% increase in ownership of PRU / Prudential Financial, Inc.

On April 29, 2026 - W Advisors, Llc filed a 13F-HR form disclosing ownership of 2,580 shares of Prudential Financial, Inc. (MX:PRU) valued at $252,040 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,571 shares of Prudential Financial, Inc.. This represents a change in shares of 0.35% 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)
2026-04-29 2026-03-31 13F PRUDENTIAL FINL COM 744320102 2,580 9 0.35 252 -13.10 0.0875
2026-02-13 2025-12-31 13F PRUDENTIAL FINL COM 744320102 2,571 16 0.63 290 9.43 0.1460
2025-11-14 2025-09-30 13F PRUDENTIAL FINL COM 744320102 2,555 164 6.86 265 3.52 0.1396
2025-08-07 2025-06-30 13F PRUDENTIAL FINL COM 744320102 2,391 -288 -10.75 257 -14.38 0.1473
2025-05-13 2025-03-31 13F PRUDENTIAL FINL COM 744320102 2,679 156 6.18 299 0.00 0.1873
2025-01-22 2024-12-31 13F PRUDENTIAL FINL COM 744320102 2,523 19 0.76 299 -1.32 0.1850
2024-10-28 2024-09-30 13F PRUDENTIAL FINL COM 744320102 2,504 68 2.79 303 6.32 0.1867
2024-08-06 2024-06-30 13F PRUDENTIAL FINL COM 744320102 2,436 39 1.63 285 1.42 0.1872
2024-04-25 2024-03-31 13F PRUDENTIAL FINL COM 744320102 2,397 28 1.18 281 14.69 0.1930
2024-02-06 2023-12-31 13F PRUDENTIAL FINL COM 744320102 2,369 2,369 246 0.1821
2023-08-03 2023-06-30 13F PRUDENTIAL FINL COM 744320102 0 0 0 0.0000
2023-08-07 2023-03-31 13F PRUDENTIAL FINL COM 744320102 0 -2,263 -100.00 0 -100.00
2023-02-07 2022-12-31 13F PRUDENTIAL FINL COM 744320102 2,263 -157 -6.49 225 8.70 0.1875
2022-10-24 2022-09-30 13F PRUDENTIAL FINL COM 744320102 2,420 -8 -0.33 207 -10.78 0.1926
2022-08-26 2022-06-30 13F PRUDENTIAL FINL COM 744320102 2,428 27 1.12 232 -18.02 0.2007
2022-08-26 2022-03-31 13F PRUDENTIAL FINL COM 744320102 2,401 434 22.06 283 33.49 0.2140
2022-08-15 2021-12-31 13F PRUDENTIAL FINL COM 744320102 1,967 1,967 212 0.1581
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.