Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionStephens Inc /ar/
Latest Disclosed Ownership30,773 shares
Latest Disclosed Value $ 3,033,976
Stephens Inc /ar/ reports 12.16% decrease in ownership of PRU / Prudential Financial, Inc.

On April 28, 2026 - Stephens Inc /ar/ filed a 13F-HR form disclosing ownership of 30,773 shares of Prudential Financial, Inc. (MX:PRU) valued at $3,033,976 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 35,034 shares of Prudential Financial, Inc.. This represents a change in shares of -12.16% 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)
2026-04-28 2026-03-31 13F PRUDENTIAL FINL COM 744320102 30,773 -4,261 -12.16 3,034 -23.29 0.0380
2026-02-05 2025-12-31 13F PRUDENTIAL FINL COM 744320102 35,034 2,615 8.07 3,955 17.57 0.0492
2025-10-27 2025-09-30 13F PRUDENTIAL FINL COM 744320102 32,419 -10,613 -24.66 3,363 -27.26 0.0429
2025-07-29 2025-06-30 13F PRUDENTIAL FINL COM 744320102 43,032 538 1.27 4,623 -2.57 0.0635
2025-05-01 2025-03-31 13F PRUDENTIAL FINL COM 744320102 42,494 -4,838 -10.22 4,746 -15.42 0.0695
2025-01-28 2024-12-31 13F PRUDENTIAL FINL COM 744320102 47,332 -55,316 -53.89 5,610 -54.87 0.0787
2024-10-28 2024-09-30 13F PRUDENTIAL FINL COM 744320102 102,648 5,480 5.64 12,431 9.16 0.1763
2024-08-06 2024-06-30 13F PRUDENTIAL FINL COM 744320102 97,168 1,520 1.59 11,387 1.41 0.1737
2024-05-15 2024-03-31 13F PRUDENTIAL FINL COM 744320102 95,648 -7,764 -7.51 11,229 4.71 0.1741
2024-02-13 2023-12-31 13F PRUDENTIAL FINL COM 744320102 103,412 8,704 9.19 10,725 19.34 0.1850
2023-11-14 2023-09-30 13F PRUDENTIAL FINL COM 744320102 94,708 20,219 27.14 8,987 36.75 0.1723
2023-08-14 2023-06-30 13F PRUDENTIAL FINL COM 744320102 74,489 10,618 16.62 6,571 24.36 0.1182
2023-05-15 2023-03-31 13F PRUDENTIAL FINL COM 744320102 63,871 8,565 15.49 5,285 -3.93 0.1014
2023-02-14 2022-12-31 13F/A-1 PRUDENTIAL FINL COM 744320102 55,306 -10,180 -15.55 5,501 -2.08 0.1127
2023-01-25 2022-12-31 13F PRUDENTIAL FINL OM 744320102 55,306 -10,180 6 0.1127
2022-11-02 2022-09-30 13F PRUDENTIAL FINL OM 744320102 65,486 9,878 17.76 5,617 5.56 0.1199
2022-08-03 2022-06-30 13F PRUDENTIAL FINL OM 744320102 55,608 -32,671 -37.01 5,321 -48.99 0.1074
2022-05-04 2022-03-31 13F PRUDENTIAL FINL OM 744320102 88,279 -59,327 -40.19 10,432 -34.71 0.1701
2022-03-07 2021-12-31 13F PRUDENTIAL FINL OM 744320102 147,606 2,090 1.44 15,977 4.37 0.2417
2021-10-27 2021-09-30 13F PRUDENTIAL FINL COM 744320102 145,516 3,177 2.23 15,308 4.96 0.2368
2021-08-12 2021-06-30 13F PRUDENTIAL FINL COM 744320102 142,339 -8,969 -5.93 14,585 5.81 0.2184
2021-05-14 2021-03-31 13F PRUDENTIAL FINL COM 744320102 151,308 10,746 7.65 13,784 25.61 0.2263
2021-02-10 2020-12-31 13F PRUDENTIAL FINL COM 744320102 140,562 -2,538 -1.77 10,974 20.73 0.1969
2020-11-13 2020-09-30 13F PRUDENTIAL FINL COM 744320102 143,100 -2,734 -1.87 9,090 2.35 0.1789
2020-08-24 2020-06-30 13F PRUDENTIAL FINL COM 744320102 145,834 3,672 2.58 8,881 19.82 0.1909
2020-05-14 2020-03-31 13F PRUDENTIAL FINL COM 744320102 142,162 98,718 227.23 7,412 82.02 0.1974
2020-02-14 2019-12-31 13F PRUDENTIAL FINL COM 744320102 43,444 97 0.22 4,072 4.44 0.0853
2019-10-18 2019-09-30 13F PRUDENTIAL FINL COM 744320102 43,347 4,582 11.82 3,899 -0.41 0.0858
2019-08-01 2019-06-30 13F PRUDENTIAL FINL COM 744320102 38,765 1,879 5.09 3,915 15.52 0.0887
2019-05-03 2019-03-31 13F PRUDENTIAL FINL COM 744320102 36,886 12,121 48.94 3,389 67.77 0.0804
2019-02-11 2018-12-31 13F PRUDENTIAL FINL COM 744320102 24,765 -10,723 -30.22 2,020 -43.83 0.0573
2018-11-14 2018-09-30 13F PRUDENTIAL FINL COM 744320102 35,488 6,297 21.57 3,596 31.72 0.0895
2018-08-10 2018-06-30 13F PRUDENTIAL FINL COM 744320102 29,191 23,098 379.09 2,730 332.65 0.0825
2018-05-03 2018-03-31 13F PRUDENTIAL FINL COM 744320102 6,093 1,697 38.60 631 24.95 0.0235
2018-02-05 2017-12-31 13F PRUDENTIAL FINL COM 744320102 4,396 -382 -7.99 505 -0.59 0.0189
2017-11-08 2017-09-30 13F PRUDENTIAL FINL COM 744320102 4,778 242 5.34 508 3.46 0.0183
2017-08-10 2017-06-30 13F PRUDENTIAL FINL COM 744320102 4,536 315 7.46 491 9.11 0.0168
2017-05-11 2017-03-31 13F PRUDENTIAL FINL COM 744320102 4,221 -169 -3.85 450 -1.53 0.0164
2017-02-09 2016-12-31 13F PRUDENTIAL FINL COM 744320102 4,390 79 1.83 457 29.83 0.0186
2016-11-30 2016-09-30 13F/A-2 PRUDENTIAL FINL COM 744320102 4,311 691 19.09 352 36.43 0.0154
2016-11-10 2016-09-30 13F PRUDENTIAL FINL COM 744320102 4,311 352
2016-08-05 2016-06-30 13F PRUDENTIAL FINL COM 744320102 3,620 -550 -13.19 258 -14.29 0.0115
2016-05-05 2016-03-31 13F PRUDENTIAL FINL COM 744320102 4,170 -142 -3.29 301 -14.25 0.0147
2016-02-10 2015-12-31 13F PRUDENTIAL FINL COM 744320102 4,312 -1,208 -21.88 351 -16.63 0.0176
2015-11-03 2015-09-30 13F PRUDENTIAL FINL COM 744320102 5,520 -10,861 -66.30 421 -70.64 0.0219
2015-07-29 2015-06-30 13F PRUDENTIAL FINL COM 744320102 16,381 10,814 194.25 1,434 220.81 0.0651
2015-05-06 2015-03-31 13F PRUDENTIAL FINL COM 744320102 5,567 -30 -0.54 447 -11.66 0.0204
2015-02-12 2014-12-31 13F PRUDENTIAL FINL COM 744320102 5,597 1,289 29.92 506 33.51 0.0239
2014-11-14 2014-09-30 13F PRUDENTIAL FINL COM 744320102 4,308 283 7.03 379 6.16 0.0187
2014-08-15 2014-06-30 13F PRUDENTIAL FINL COM 744320102 4,025 4,025 357 0.0180
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.