Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership4,727 shares
Latest Disclosed Value $ 461,803
Wealthcare Advisory Partners LLC reports 4.91% decrease in ownership of PRU / Prudential Financial, Inc.

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 4,727 shares of Prudential Financial, Inc. (MX:PRU) valued at $461,803 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 4,971 shares of Prudential Financial, Inc.. This represents a change in shares of -4.91% 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)
2026-04-14 2026-03-31 13F PRUDENTIAL FINL COM 744320102 4,727 -244 -4.91 462 -17.83 0.0090
2026-01-14 2025-12-31 13F PRUDENTIAL FINL COM 744320102 4,971 454 10.05 561 19.87 0.0110
2025-11-07 2025-09-30 13F PRUDENTIAL FINL COM 744320102 4,517 -29 -0.64 469 -4.10 0.0098
2025-07-22 2025-06-30 13F PRUDENTIAL FINL COM 744320102 4,546 207 4.77 488 0.83 0.0111
2025-04-15 2025-03-31 13F PRUDENTIAL FINL COM 744320102 4,339 -1,354 -23.78 485 -28.19 0.0130
2025-01-15 2024-12-31 13F PRUDENTIAL FINL COM 744320102 5,693 -328 -5.45 675 -7.54 0.0187
2024-11-04 2024-09-30 13F PRUDENTIAL FINL COM 744320102 6,021 -2,342 -28.00 729 -25.61 0.0208
2024-08-12 2024-06-30 13F PRUDENTIAL FINL COM 744320102 8,363 -327 -3.76 980 -3.92 0.0306
2024-04-15 2024-03-31 13F PRUDENTIAL FINL COM 744320102 8,690 3,179 57.68 1,020 78.63 0.0335
2024-02-06 2023-12-31 13F PRUDENTIAL FINL COM 744320102 5,511 623 12.75 572 23.33 0.0227
2023-10-12 2023-09-30 13F PRUDENTIAL FINL COM 744320102 4,888 14 0.29 464 7.67 0.0213
2023-07-17 2023-06-30 13F PRUDENTIAL FINL COM 744320102 4,874 93 1.95 430 8.86 0.0192
2023-05-04 2023-03-31 13F PRUDENTIAL FINL COM 744320102 4,781 546 12.89 396 -6.18 0.0170
2023-02-13 2022-12-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 4,235 142 3.47 421 19.94 0.0201
2022-11-14 2022-09-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 4,093 352 9.41 351 -1.96 0.0200
2022-08-15 2022-06-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 3,741 384 11.44 358 -9.82 0.0217
2022-04-15 2022-03-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 3,357 -157 -4.47 397 4.47 0.0241
2022-02-11 2021-12-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 3,514 49 1.41 380 4.11 0.0227
2021-11-15 2021-09-30 13F PRUDENTIAL FINANCIAL Equity 744320102 3,465 -3 -0.09 365 2.82 0.0239
2021-08-16 2021-06-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 3,468 119 3.55 355 16.39 0.0238
2021-04-30 2021-03-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 3,349 3,349 305 0.0221
2020-07-29 2020-06-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 0 -1,016 -100.00 0 -100.00
2020-04-29 2020-03-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 1,016 28 2.83 53 -43.01 0.0078
2020-01-29 2019-12-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 988 29 3.02 93 8.14 0.0118
2019-10-16 2019-09-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 959 67 7.51 86 -4.44 0.0125
2019-07-30 2019-06-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 892 4 0.45 90 9.76 0.0143
2019-05-13 2019-03-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 888 37 4.35 82 18.84 0.0140
2019-02-14 2018-12-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 851 -31 -3.51 69 -22.47 0.0134
2018-11-14 2018-09-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 882 104 13.37 89 21.92 0.0163
2018-08-13 2018-06-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 778 78 11.14 73 1.39 0.0143
2018-05-14 2018-03-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 700 -1 -0.14 72 -11.11 0.0163
2018-02-14 2017-12-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 701 89 14.54 81 24.62 0.0208
2017-11-15 2017-09-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 612 612 65 0.0193
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.