Prudential Financial, Inc.
US ˙ NYSE ˙ US7443201022

SecurityPRU / Prudential Financial, Inc.
InstitutionSigma Planning Corp
Latest Disclosed Ownership30,938 shares
Latest Disclosed Value $ 3,022,295
Sigma Planning Corp reports 0.32% decrease in ownership of PRU / Prudential Financial, Inc.

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 30,938 shares of Prudential Financial, Inc. (US:PRU) valued at $3,022,333 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 31,037 shares of Prudential Financial, Inc.. This represents a change in shares of -0.32% during the quarter. The current value of the position is $3,118,241 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-04 2026-03-31 13F PRUDENTIAL FINL COM 744320102 30,938 -99 -0.32 3,022 -13.73 0.0839
2026-01-30 2025-12-31 13F PRUDENTIAL FINL COM 744320102 31,037 468 1.53 3,503 10.47 0.0967
2025-11-10 2025-09-30 13F PRUDENTIAL FINL COM 744320102 30,569 23,589 337.95 3,171 323.36 0.0902
2025-08-05 2025-06-30 13F PRUDENTIAL FINL COM 744320102 6,980 -177 -2.47 750 -6.26 0.0225
2025-05-02 2025-03-31 13F PRUDENTIAL FINL COM 744320102 7,157 -510 -6.65 799 -12.00 0.0255
2025-02-03 2024-12-31 13F PRUDENTIAL FINL COM 744320102 7,667 -217 -2.75 909 -4.82 0.0285
2024-11-04 2024-09-30 13F PRUDENTIAL FINL COM 744320102 7,884 14 0.18 955 3.47 0.0292
2024-08-06 2024-06-30 13F PRUDENTIAL FINL COM 744320102 7,870 -592 -7.00 922 -7.15 0.0292
2024-05-02 2024-03-31 13F PRUDENTIAL FINL COM 744320102 8,462 4,976 142.74 993 175.07 0.0312
2024-02-01 2023-12-31 13F PRUDENTIAL FINL COM 744320102 3,486 -4,951 -58.68 361 -54.87 0.0283
2023-11-06 2023-09-30 13F PRUDENTIAL FINL COM 744320102 8,437 146 1.76 801 9.44 0.0300
2023-08-02 2023-06-30 13F PRUDENTIAL FINL COM 744320102 8,291 -6,312 -43.22 731 -39.49 0.0263
2023-05-08 2023-03-31 13F PRUDENTIAL FINL COM 744320102 14,603 1,505 11.49 1,208 -7.22 0.0402
2023-01-24 2022-12-31 13F PRUDENTIAL FINL COM 744320102 13,098 -27 -0.21 1,303 15.63 0.0466
2022-11-10 2022-09-30 13F PRUDENTIAL FINL COM 744320102 13,125 -1,160 -8.12 1,126 -17.63 0.0429
2022-08-11 2022-06-30 13F PRUDENTIAL FINL COM 744320102 14,285 -564 -3.80 1,367 -22.11 0.0475
2022-04-20 2022-03-31 13F PRUDENTIAL FINL COM 744320102 14,849 -1,069 -6.72 1,755 1.86 0.0526
2022-02-02 2021-12-31 13F PRUDENTIAL FINL Stock 744320102 15,918 661 4.33 1,723 7.35 0.0480
2021-10-28 2021-09-30 13F PRUDENTIAL FINL COM 744320102 15,257 -225 -1.45 1,605 1.13 0.0483
2021-08-13 2021-06-30 13F PRUDENTIAL FINL Stock 744320102 15,482 1,716 12.47 1,587 26.56 0.0473
2021-05-06 2021-03-31 13F PRUDENTIAL FINL Stock 744320102 13,766 137 1.01 1,254 17.86 0.0401
2021-02-09 2020-12-31 13F PRUDENTIAL FINL COM 744320102 13,629 997 7.89 1,064 32.67 0.0362
2020-11-03 2020-09-30 13F PRUDENTIAL FINL COM 744320102 12,632 -37 -0.29 802 3.89 0.0317
2020-07-31 2020-06-30 13F PRUDENTIAL FINL COM 744320102 12,669 1,443 12.85 772 31.97 0.0339
2020-05-01 2020-03-31 13F PRUDENTIAL FINL COM 744320102 11,226 -8,819 -44.00 585 -68.87 0.0347
2020-02-03 2019-12-31 13F PRUDENTIAL FINL COM 744320102 20,045 1,686 9.18 1,879 13.81 0.0793
2019-11-01 2019-09-30 13F PRUDENTIAL FINL COM 744320102 18,359 2,910 18.84 1,651 5.83 0.0792
2019-08-01 2019-06-30 13F PRUDENTIAL FINL COM 744320102 15,449 2,123 15.93 1,560 27.45 0.0804
2019-05-01 2019-03-31 13F PRUDENTIAL FINL COM 744320102 13,326 3,580 36.73 1,224 53.96 0.0695
2019-01-31 2018-12-31 13F PRUDENTIAL FINL COM 744320102 9,746 2,286 30.64 795 5.16 0.0578
2018-11-07 2018-09-30 13F PRUDENTIAL FINL COM 744320102 7,460 -2,771 -27.08 756 -21.00 0.0444
2018-08-02 2018-06-30 13F PRUDENTIAL FINL COM 744320102 10,231 2,150 26.61 957 14.34 0.0641
2018-05-11 2018-03-31 13F PRUDENTIAL FINL COM 744320102 8,081 4,823 148.04 837 123.20 0.0612
2018-02-07 2017-12-31 13F PRUDENTIAL FINL COM 744320102 3,258 -9 -0.28 375 8.07 0.0289
2017-11-06 2017-09-30 13F PRUDENTIAL FINL COM 744320102 3,267 -550 -14.41 347 -15.98 0.0286
2017-08-02 2017-06-30 13F PRUDENTIAL FINL COM 744320102 3,817 368 10.67 413 12.23 0.0388
2017-04-24 2017-03-31 13F PRUDENTIAL FINL COM 744320102 3,449 10 0.29 368 2.79 0.0356
2017-01-23 2016-12-31 13F PRUDENTIAL FINL COM 744320102 3,439 -210 -5.76 358 20.13 0.0391
2016-11-07 2016-09-30 13F PRUDENTIAL FINL COM 744320102 3,649 -236 -6.07 298 7.58 0.0353
2016-07-22 2016-06-30 13F PRUDENTIAL FINL COM 744320102 3,885 -212 -5.17 277 -6.42 0.0361
2016-04-18 2016-03-31 13F PRUDENTIAL FINL COM 744320102 4,097 -273 -6.25 296 -16.85 0.0405
2016-01-20 2015-12-31 13F PRUDENTIAL FINL COM 744320102 4,370 102 2.39 356 9.54 0.0498
2015-11-02 2015-09-30 13F PRUDENTIAL FINL COM 744320102 4,268 -102 -2.33 325 -14.92 0.0515
2015-07-14 2015-06-30 13F PRUDENTIAL FINL COM 744320102 4,370 247 5.99 382 15.41 0.0527
2015-04-23 2015-03-31 13F PRUDENTIAL FINL COM 744320102 4,123 829 25.17 331 11.07 0.0438
2015-02-13 2014-12-31 13F PRUDENTIAL FINL COM 744320102 3,294 3,294 298 0.0394
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.