Prudential Financial, Inc.
US ˙ NYSE ˙ US7443201022

SecurityPRU / Prudential Financial, Inc.
InstitutionKovack Advisors, Inc.
Latest Disclosed Ownership2,270 shares
Latest Disclosed Value $ 222,271
Kovack Advisors, Inc. reports 25.48% increase in ownership of PRU / Prudential Financial, Inc.

On May 12, 2026 - Kovack Advisors, Inc. filed a 13F-HR form disclosing ownership of 2,270 shares of Prudential Financial, Inc. (US:PRU) valued at $221,756 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 17, 2026 disclosing 1,809 shares of Prudential Financial, Inc.. This represents a change in shares of 25.48% during the quarter. The current value of the position is $234,536 USD.

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)
2026-05-12 2026-03-31 13F PRUDENTIAL FINL COM 744320102 2,270 461 25.48 222 8.82 0.0119
2026-02-17 2025-12-31 13F/A-1 PRUDENTIAL FINL COM 744320102 1,809 1,809 204 0.0095
2023-02-22 2022-12-31 13F PRUDENTIAL FINANCIAL ORD ORD 744320102 0 -3,040 -100.00 0 -100.00
2022-11-14 2022-09-30 13F PRUDENTIAL FINANCIAL ORD ORD 744320102 3,040 630 26.14 261 12.99 0.0383
2022-08-10 2022-06-30 13F PRUDENTIAL FINANCIAL ORD ORD 744320102 2,410 -1,383 -36.46 231 -48.44 0.0305
2022-05-16 2022-03-31 13F PRUDENTIAL FINANCIAL ORD ORD 744320102 3,793 868 29.68 448 41.32 0.0460
2022-01-18 2021-12-31 13F PRUDENTIAL FINANCIAL ORD ORD 744320102 2,925 -169 -5.46 317 -2.46 0.0306
2021-11-03 2021-09-30 13F PRUDENTIAL FINANCIAL ORD ORD 744320102 3,094 -7,010 -69.38 325 -68.60 0.0353
2021-07-29 2021-06-30 13F PRUDENTIAL FINANCIAL ORD ORD 744320102 10,104 -468 -4.43 1,035 7.48 0.1178
2021-05-04 2021-03-31 13F PRUDENTIAL FINANCIAL ORD ORD 744320102 10,572 -1,477 -12.26 963 2.34 0.1251
2021-01-14 2020-12-31 13F PRUDENTIAL FINANCIAL ORD ORD 744320102 12,049 12,049 941 0.1354
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.