Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionWbi Investments, Inc.
Latest Disclosed Ownership8,438 shares
Latest Disclosed Value $ 824,308
Wbi Investments, Inc. reports 62.58% increase in ownership of PRU / Prudential Financial, Inc.

On May 11, 2026 - Wbi Investments, Inc. filed a 13F-HR form disclosing ownership of 8,438 shares of Prudential Financial, Inc. (MX:PRU) valued at $824,308 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,190 shares of Prudential Financial, Inc.. This represents a change in shares of 62.58% 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)
2026-05-11 2026-03-31 13F PRUDENTIAL FINL COM 744320102 8,438 3,248 62.58 824 40.85 0.1820
2026-02-13 2025-12-31 13F PRUDENTIAL FINL COM 744320102 5,190 5,190 586 0.1527
2025-11-20 2025-09-30 13F PRUDENTIAL FINL COM 744320102 0 -7,062 -100.00 0 -100.00
2025-08-11 2025-06-30 13F PRUDENTIAL FINL COM 744320102 7,062 -1,557 -18.06 759 -21.21 0.1969
2025-05-22 2025-03-31 13F PRUDENTIAL FINL COM 744320102 8,619 -867 -9.14 963 -14.41 0.2534
2025-02-14 2024-12-31 13F PRUDENTIAL FINL COM 744320102 9,486 -20,034 -67.87 1,124 -68.55 0.2809
2024-11-12 2024-09-30 13F PRUDENTIAL FINL COM 744320102 29,520 9,161 45.00 3,575 49.85 0.8586
2024-07-30 2024-06-30 13F PRUDENTIAL FINL COM 744320102 20,359 -19,731 -49.22 2,386 -49.32 0.5782
2024-05-03 2024-03-31 13F PRUDENTIAL FINL COM 744320102 40,090 19,770 97.29 4,706 123.35 0.9788
2024-02-09 2023-12-31 13F PRUDENTIAL FINL COM 744320102 20,320 -21,314 -51.19 2,107 -46.66 0.4223
2023-11-09 2023-09-30 13F PRUDENTIAL FINL COM 744320102 41,634 38,651 1,295.71 3,951 1,401.90 0.7950
2023-08-07 2023-06-30 13F PRUDENTIAL FINL COM 744320102 2,983 -17,956 -85.75 263 -84.82 0.0477
2023-05-15 2023-03-31 13F PRUDENTIAL FINL COM 744320102 20,939 -901 -4.13 1,732 -20.26 0.3466
2023-02-13 2022-12-31 13F PRUDENTIAL FINL COM 744320102 21,840 -10,522 -32.51 2,172 -21.76 0.4656
2022-10-26 2022-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 32,362 25,274 356.57 2,776 309.44 0.8076
2022-07-25 2022-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 7,088 -42,833 -85.80 678 -88.14 0.1462
2022-05-02 2022-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 49,921 49,921 5,718 0.9254
2021-11-09 2021-09-30 13F PRUDENTIAL FINL COM 744320102 0 -3,091 -100.00 0 -100.00
2021-08-13 2021-06-30 13F/A-1 PRUDENTIAL FINL COM 744320102 3,091 -16,732 -84.41 317 -82.45 0.0487
2021-08-09 2021-06-30 13F PRUDENTIAL FINL COM 744320102 34,000 14,177 317 0.0393
2021-05-12 2021-03-31 13F PRUDENTIAL FINL COM 744320102 19,823 19,823 1,806 0.2836
2021-02-04 2020-12-31 13F PRUDENTIAL FINL COM 744320102 0 -6,636 -100.00 0 -100.00
2020-11-06 2020-09-30 13F PRUDENTIAL FINL COM 744320102 6,636 -2,749 -29.29 422 -26.09 0.0649
2020-08-11 2020-06-30 13F PRUDENTIAL FINL COM 744320102 9,385 -1,188 -11.24 571 3.63 0.0915
2020-05-08 2020-03-31 13F PRUDENTIAL FINL COM 744320102 10,573 -3,353 -24.08 551 -57.78 0.1041
2020-02-10 2019-12-31 13F PRUDENTIAL FINL COM 744320102 13,926 1,698 13.89 1,305 18.64 0.1394
2019-10-29 2019-09-30 13F PRUDENTIAL FINL COM 744320102 12,228 -14,712 -54.61 1,100 -59.57 0.1044
2019-07-23 2019-06-30 13F PRUDENTIAL FINL COM 744320102 26,940 11,721 77.02 2,721 94.50 0.2390
2019-05-08 2019-03-31 13F PRUDENTIAL FINL COM 744320102 15,219 5,382 54.71 1,399 74.44 0.1075
2019-02-11 2018-12-31 13F PRUDENTIAL FINL COM 744320102 9,837 -5,548 -36.06 802 -48.56 0.0905
2018-10-31 2018-09-30 13F PRUDENTIAL FINL COM 744320102 15,385 15,385 1,559 0.0848
2016-08-23 2015-06-30 13F/A-1 PRUDENTIAL FINL COM 744320102 0 -849,926 -100.00 0 -100.00
2015-04-27 2015-03-31 13F PRUDENTIAL FINL COM 744320102 849,926 849,926 68,258 1.6154
2014-11-12 2014-09-30 13F PRUDENTIAL FINL COM 744320102 0 -232,451 -100.00 0 -100.00
2014-08-12 2014-06-30 13F PRUDENTIAL FINL COM 744320102 232,451 4,792 2.10 20,635 7.08 0.8845
2014-05-15 2014-03-31 13F PRUDENTIAL FINL COM 744320102 227,659 22,945 11.21 19,271 2.08 0.8450
2014-02-12 2013-12-31 13F PRUDENTIAL FINL COM 744320102 204,714 31,456 18.16 18,879 39.73 0.8320
2013-11-13 2013-09-30 13F PRUDENTIAL FINL COM 744320102 173,258 173,258 13,511 0.6443
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.