Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionWestern Wealth Management, LLC
Latest Disclosed Ownership6,232 shares
Latest Disclosed Value $ 608,820
Western Wealth Management, LLC reports 0.27% increase in ownership of PRU / Prudential Financial, Inc.

On May 19, 2026 - Western Wealth Management, LLC filed a 13F-HR form disclosing ownership of 6,232 shares of Prudential Financial, Inc. (MX:PRU) valued at $608,820 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 6,215 shares of Prudential Financial, Inc.. This represents a change in shares of 0.27% 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)
2026-05-19 2026-03-31 13F PRUDENTIAL FINL COM 744320102 6,232 17 0.27 609 -13.27 0.0222
2026-02-05 2025-12-31 13F PRUDENTIAL FINANCIAL Common Stock 744320102 6,215 105 1.72 702 10.74 0.0323
2025-11-06 2025-09-30 13F PRUDENTIAL FINANCIAL Common Stock 744320102 6,110 6 0.10 634 -3.36 0.0334
2025-08-11 2025-06-30 13F PRUDENTIAL FINANCIAL Common Stock 744320102 6,104 1,132 22.77 656 18.02 0.0389
2025-04-23 2025-03-31 13F PRUDENTIAL FINANCIAL Common Stock 744320102 4,972 -317 -5.99 555 -11.34 0.0367
2025-04-16 2024-12-31 13F/A-1 PRUDENTIAL FINANCIAL Common Stock 744320102 5,289 522 10.95 627 8.49 0.0408
2024-11-12 2024-09-30 13F PRUDENTIAL FINL COM 744320102 4,767 -48 -1.00 577 2.30 0.0329
2024-07-19 2024-06-30 13F PRUDENTIAL FINL COM 744320102 4,815 174 3.75 564 3.68 0.0418
2024-05-03 2024-03-31 13F PRUDENTIAL FINL COM 744320102 4,641 8 0.17 545 13.33 0.0424
2024-01-31 2023-12-31 13F PRUDENTIAL FINL COM 744320102 4,633 -104 -2.20 480 6.90 0.0346
2023-11-08 2023-09-30 13F PRUDENTIAL FINL COM 744320102 4,737 942 24.82 450 34.43 0.0380
2023-08-30 2023-06-30 13F PRUDENTIAL FINL COM 744320102 3,795 -246 -6.09 335 0.00 0.0286
2023-08-30 2023-03-31 13F PRUDENTIAL FINL COM 744320102 4,041 266 7.05 334 -10.93 0.0311
2023-02-03 2022-12-31 13F PRUDENTIAL FINL COM 744320102 3,775 -3,443 -47.70 375 -39.81 0.0384
2022-11-07 2022-09-30 13F PRUDENTIAL FINL COM 744320102 7,218 375 5.48 623 -4.59 0.0357
2022-07-18 2022-06-30 13F PRUDENTIAL FINL COM 744320102 6,843 9 0.13 653 -19.18 0.0375
2022-05-10 2022-03-31 13F PRUDENTIAL FINL COM 744320102 6,834 3,326 94.81 808 114.32 0.0392
2022-02-14 2021-12-31 13F PRUDENTIAL FINL COM 744320102 3,508 137 4.06 377 8.65 0.0372
2021-08-09 2021-06-30 13F PRUDENTIAL FINL COM 744320102 3,371 1,076 46.88 347 66.03 0.0357
2021-05-14 2021-03-31 13F PRUDENTIAL FINL COM 744320102 2,295 2,295 209 0.0281
2020-04-27 2020-03-31 13F PRUDENTIAL FINL COM 744320102 0 -2,573 -100.00 0 -100.00
2020-02-10 2019-12-31 13F PRUDENTIAL FINL COM 744320102 2,573 0 0.00 241 3.43 0.0365
2019-11-08 2019-09-30 13F PRUDENTIAL FINL COM 744320102 2,573 -70 -2.65 233 -13.06 0.0485
2019-08-06 2019-06-30 13F PRUDENTIAL FINL COM 744320102 2,643 149 5.97 268 17.54 0.0352
2019-05-10 2019-03-31 13F PRUDENTIAL FINL COM 744320102 2,494 -70 -2.73 228 8.06 0.0508
2019-02-15 2018-12-31 13F PRUDENTIAL FINL COM 744320102 2,564 2,564 211 0.0568
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.