Prudential Financial, Inc.
US ˙ NYSE ˙ US7443201022

SecurityPRU / Prudential Financial, Inc.
InstitutionLevel Four Advisory Services, Llc
Latest Disclosed Ownership35,303 shares
Latest Disclosed Value $ 3,448,608
Level Four Advisory Services, Llc reports 18.67% increase in ownership of PRU / Prudential Financial, Inc.

On May 14, 2026 - Level Four Advisory Services, Llc filed a 13F-HR form disclosing ownership of 35,303 shares of Prudential Financial, Inc. (US:PRU) valued at $3,448,750 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 29,750 shares of Prudential Financial, Inc.. This represents a change in shares of 18.67% during the quarter. The current value of the position is $3,558,189 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)
2026-05-14 2026-03-31 13F PRUDENTIAL FINL COM 744320102 35,303 5,553 18.67 3,449 2.68 0.1132
2026-02-13 2025-12-31 13F PRUDENTIAL FINL COM 744320102 29,750 282 0.96 3,358 9.85 0.1099
2025-11-12 2025-09-30 13F PRUDENTIAL FINL COM 744320102 29,468 591 2.05 3,057 -1.45 0.1047
2025-08-13 2025-06-30 13F PRUDENTIAL FINL COM 744320102 28,877 3,670 14.56 3,103 10.20 0.1143
2025-05-14 2025-03-31 13F PRUDENTIAL FINL COM 744320102 25,207 1,241 5.18 2,815 -0.88 0.1158
2025-02-12 2024-12-31 13F PRUDENTIAL FINL COM 744320102 23,966 -211 -0.87 2,841 -4.09 0.1161
2024-11-14 2024-09-30 13F PRUDENTIAL FINL COM 744320102 24,177 -18,079 -42.78 2,961 -40.21 0.1247
2024-08-09 2024-06-30 13F PRUDENTIAL FINL COM 744320102 42,256 14,987 54.96 4,952 75.11 0.2232
2024-05-13 2024-03-31 13F PRUDENTIAL FINL COM 744320102 27,269 2,217 8.85 2,828 8.85 0.1554
2024-02-08 2023-12-31 13F PRUDENTIAL FINL COM 744320102 25,052 -563 -2.20 2,598 6.91 0.1458
2023-11-13 2023-09-30 13F PRUDENTIAL FINL COM 744320102 25,615 -5,872 -18.65 2,431 -12.50 0.1567
2023-07-10 2023-06-30 13F PRUDENTIAL FINL COM 744320102 31,487 1,465 4.88 2,778 11.80 0.1669
2023-06-05 2023-03-31 13F PRUDENTIAL FINL COM 744320102 30,022 290 0.98 2,484 -16.00 0.1629
2023-02-13 2022-12-31 13F PRUDENTIAL FINL COM 744320102 29,732 -2,714 -8.36 2,957 6.25 0.2195
2022-11-07 2022-09-30 13F PRUDENTIAL FINL COM 744320102 32,446 635 2.00 2,783 -8.57 0.2705
2022-08-08 2022-06-30 13F PRUDENTIAL FINL COM 744320102 31,811 981 3.18 3,044 -16.44 0.2871
2022-05-10 2022-03-31 13F PRUDENTIAL FINL COM 744320102 30,830 2,192 7.65 3,643 17.52 0.2854
2022-02-11 2021-12-31 13F PRUDENTIAL FINL COM 744320102 28,638 7,381 34.72 3,100 38.64 0.2364
2021-10-12 2021-09-30 13F PRUDENTIAL FINL COM 744320102 21,257 -469 -2.16 2,236 0.45 0.2325
2021-08-09 2021-06-30 13F PRUDENTIAL FINL COM 744320102 21,726 3,646 20.17 2,226 35.15 0.1539
2021-05-10 2021-03-31 13F PRUDENTIAL FINL COM 744320102 18,080 10,018 124.26 1,647 161.84 0.1279
2021-02-10 2020-12-31 13F PRUDENTIAL FINL COM 744320102 8,062 -9,521 -54.15 629 -43.69 0.0505
2020-11-02 2020-09-30 13F PRUDENTIAL FINL COM 744320102 17,583 -1,829 -9.42 1,117 -5.10 0.0860
2020-08-17 2020-06-30 13F/A-1 PRUDENTIAL FINL COM 744320102 19,412 -169 -0.86 1,177 15.05 0.0911
2020-05-13 2020-03-31 13F PRUDENTIAL FINL COM 744320102 19,581 489 2.56 1,023 -91.78 0.1227
2020-02-13 2019-12-31 13F PRUDENTIAL FINL COM 744320102 19,092 1,578 9.01 12,443 690.53 0.4927
2019-11-12 2019-09-30 13F PRUDENTIAL FINL COM 744320102 17,514 3,802 27.73 1,574 13.65 0.1629
2019-08-14 2019-06-30 13F PRUDENTIAL FINL COM 744320102 13,712 479 3.62 1,385 13.90 0.1398
2019-05-15 2019-03-31 13F PRUDENTIAL FINL COM 744320102 13,233 2,371 21.83 1,216 37.25 0.1339
2019-02-07 2018-12-31 13F PRUDENTIAL FINL COM 744320102 10,862 1,326 13.91 886 -8.28 0.1105
2018-11-14 2018-09-30 13F PRUDENTIAL FINL COM 744320102 9,536 -2,673 -21.89 966 -15.41 0.1044
2018-08-14 2018-06-30 13F PRUDENTIAL FINL COM 744320102 12,209 140 1.16 1,142 -8.64 0.0832
2018-05-14 2018-03-31 13F PRUDENTIAL FINL COM 744320102 12,069 1,380 12.91 1,250 1.71 0.0969
2018-02-13 2017-12-31 13F PRUDENTIAL FINL COM 744320102 10,689 599 5.94 1,229 14.54 0.0956
2018-04-03 2017-09-30 13F/A-1 PRUDENTIAL FINL COM 744320102 10,090 6,415 174.56 1,073 176.55 0.0951
2017-11-15 2017-09-30 13F PRUDENTIAL FINL COM 744320102 10,485 6,810 1,126
2017-09-20 2017-06-30 13F/A-1 PRUDENTIAL FINL COM 744320102 3,675 -7,066 -65.79 388 -65.99 0.0597
2017-07-12 2017-06-30 13F PRUDENTIAL FINL COM 744320102 3,675 388
2017-09-20 2017-03-31 13F/A-1 PRUDENTIAL FINL COM 744320102 10,741 10,741 1,141 0.1162
2017-05-15 2017-03-31 13F PRUDENTIAL FINL COM 744320102 10,741 1,141
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.