Prudential Financial, Inc.
US ˙ NYSE ˙ US7443201022

SecurityPRU / Prudential Financial, Inc.
InstitutionWhittier Trust Co
Latest Disclosed Ownership2,685 shares
Latest Disclosed Value $ 262,647
Whittier Trust Co reports 9.93% decrease in ownership of PRU / Prudential Financial, Inc.

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 2,685 shares of Prudential Financial, Inc. (US:PRU) valued at $262,298 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 2,981 shares of Prudential Financial, Inc.. This represents a change in shares of -9.93% during the quarter. The current value of the position is $270,621 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)
2026-04-28 2026-03-31 13F PRUDENTIAL FIN common 744320102 2,685 -296 -9.93 263 -25.14 0.0016
2026-01-26 2025-12-31 13F PRUDENTIAL FIN common 744320102 2,981 690 30.12 351 47.06 0.0038
2025-10-31 2025-09-30 13F PRUDENTIAL FINL common 744320102 2,291 -1,796 -43.94 238 -45.79 0.0027
2025-07-30 2025-06-30 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 4,087 61 1.52 439 -2.23 0.0053
2025-05-02 2025-03-31 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 4,026 -114 -2.75 450 -8.37 0.0063
2025-02-11 2024-12-31 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 4,140 314 8.21 491 5.83 0.0065
2024-10-21 2024-09-30 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 3,826 -7 -0.18 463 3.12 0.0062
2024-07-29 2024-06-30 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 3,833 -7 -0.18 449 -0.22 0.0064
2024-05-02 2024-03-31 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 3,840 -226 -5.56 451 6.89 0.0066
2024-01-11 2023-12-31 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 4,066 -5,749 -58.57 422 -54.78 0.0068
2023-10-27 2023-09-30 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 9,815 -701 -6.67 931 0.43 0.0166
2023-07-24 2023-06-30 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 10,516 -2,549 -19.51 928 -14.17 0.0161
2023-04-21 2023-03-31 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 13,065 809 6.60 1,081 -11.33 0.0197
2023-01-25 2022-12-31 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 12,256 -3,331 -21.37 1,219 -8.90 0.0237
2022-10-21 2022-09-30 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 15,587 -511 -3.17 1,337 -13.18 0.0280
2022-07-28 2022-06-30 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 16,098 45 0.28 1,540 -18.82 0.0311
2022-04-29 2022-03-31 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 16,053 -4,338 -21.27 1,897 -14.05 0.0320
2022-01-19 2021-12-31 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 20,391 5,412 36.13 2,207 40.04 0.0359
2021-11-01 2021-09-30 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 14,979 -620 -3.97 1,576 -1.38 0.0287
2021-07-29 2021-06-30 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 15,599 442 2.92 1,598 15.71 0.0285
2021-04-26 2021-03-31 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 15,157 4,763 45.82 1,381 70.28 0.0268
2021-01-29 2020-12-31 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 10,394 -8,617 -45.33 811 -32.86 0.0173
2020-10-30 2020-09-30 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 19,011 -473 -2.43 1,208 1.77 0.0288
2020-07-10 2020-06-30 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 19,484 -28,862 -59.70 1,187 -52.90 0.0330
2020-04-27 2020-03-31 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 48,346 -12,976 -21.16 2,520 -56.16 0.0823
2020-01-31 2019-12-31 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 61,322 -1,682 -2.67 5,748 1.43 0.1508
2019-10-18 2019-09-30 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 63,004 -31,153 -33.09 5,667 -40.40 0.1622
2019-07-23 2019-06-30 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 94,157 109 0.12 9,509 10.05 0.2792
2019-04-29 2019-03-31 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 94,048 1,101 1.18 8,641 14.00 0.2642
2019-02-07 2018-12-31 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 92,947 -98 -0.11 7,580 -19.59 0.2608
2018-10-23 2018-09-30 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 93,045 157 0.17 9,427 8.53 0.2941
2018-07-27 2018-06-30 13F/A-1 PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 92,888 540 0.58 8,686 -9.16 0.2869
2018-07-20 2018-06-30 13F PRUDENTIAL FINL INC COM US LARGE CAP EQUITIES 744320102 63,409 -28,939 5,629
2018-05-01 2018-03-31 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 92,348 2,762 3.08 9,562 -7.17 0.3212
2018-02-07 2017-12-31 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 89,586 2,436 2.80 10,300 11.16 0.3593
2017-10-23 2017-09-30 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 87,150 2,617 3.10 9,266 1.37 0.3377
2017-07-20 2017-06-30 13F PRUDENTIAL FINL INC COM US LARGE-CAP EQUITIES 744320102 84,533 1,893 2.29 9,141 3.69 0.3534
2017-04-26 2017-03-31 13F PRUDENTIAL FINL US LARGE CAP EQUITIES 744320102 82,640 1,743 2.15 8,816 4.73 0.3556
2017-01-18 2016-12-31 13F PRUDENTIAL FINL INC COM US LARGE CAP EQUITIES 744320102 80,897 101 0.13 8,418 27.60 0.3581
2016-11-10 2016-09-30 13F PRUDENTIAL FINL INC COM US LARGE CAP EQUITIES 744320102 80,796 -342 -0.42 6,597 13.98 0.2873
2016-07-28 2016-06-30 13F PRUDENTIAL FINL INC COM US LARGE CAP EQUITIES 744320102 81,138 664 0.83 5,788 -0.41 0.2550
2016-04-28 2016-03-31 13F PRUDENTIAL FINL INC COM US LARGE CAP EQUITIES 744320102 80,474 7,142 9.74 5,812 -2.63 0.2570
2016-02-10 2015-12-31 13F PRUDENTIAL FINL INC COM US LARGE CAP EQUITIES 744320102 73,332 62 0.08 5,969 6.89 0.2709
2015-11-12 2015-09-30 13F PRUDENTIAL FINL INC COM US LARGE CAP EQUITIES 744320102 73,270 -365 -0.50 5,584 -13.36 0.2716
2015-08-13 2015-06-30 13F PRUDENTIAL FINL INC COM US LARGE CAP EQUITIES 744320102 73,635 55 0.07 6,445 9.07 0.2861
2015-05-05 2015-03-31 13F PRUDENTIAL FINL INC COM US LARGE CAP EQUITIES 744320102 73,580 73,580 0.00 5,909 0.2708
2015-02-04 2014-12-31 13F PRUDENTIAL FINL INC COM US LARGE CAP EQUITIES 744320102 0 -67,138 -100.00 0 -100.00
2014-11-07 2014-09-30 13F PRUDENTIAL FINL INC COM US LARGE CAP EQUITIES 744320102 67,138 3,729 5.88 5,904 4.89 0.2877
2014-08-04 2014-06-30 13F PRUDENTIAL FINL INC COM US LARGE CAP EQUITIES 744320102 63,409 5,416 9.34 5,629 14.67 0.2776
2014-05-01 2014-03-31 13F PRUDENTIAL FINL INC COM US LARGE CAP EQUITIES 744320102 57,993 50,284 652.28 4,909 590.44 0.2515
2014-02-05 2013-12-31 13F PRUDENTIAL FINL INC COM US LARGE CAP EQUITIES 744320102 7,709 0 0.00 711 18.30 0.0365
2013-11-18 2013-09-30 13F PRUDENTIAL FINL COM 744320102 7,709 0 0.00 601 6.75 0.0325
2013-08-14 2013-06-30 13F PRUDENTIAL FINL COM 744320102 7,709 7,709 563 0.0315
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.