Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionFiduciary Group LLC
Latest Disclosed Ownership2,121 shares
Latest Disclosed Value $ 207,200
Fiduciary Group LLC reports 9.71% decrease in ownership of PRU / Prudential Financial, Inc.

On May 11, 2026 - Fiduciary Group LLC filed a 13F-HR form disclosing ownership of 2,121 shares of Prudential Financial, Inc. (MX:PRU) valued at $207,200 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,349 shares of Prudential Financial, Inc.. This represents a change in shares of -9.71% 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)
2026-05-11 2026-03-31 13F PRUDENTIAL FINL COM 744320102 2,121 -228 -9.71 207 -21.89 0.0177
2026-02-12 2025-12-31 13F PRUDENTIAL FINL COM 744320102 2,349 21 0.90 265 9.96 0.0223
2025-11-12 2025-09-30 13F PRUDENTIAL FINL COM 744320102 2,328 2 0.09 242 -3.21 0.0212
2025-08-13 2025-06-30 13F PRUDENTIAL FINL COM 744320102 2,326 0 0.00 250 -3.86 0.0235
2025-04-28 2025-03-31 13F PRUDENTIAL FINL COM 744320102 2,326 0 0.00 260 -5.82 0.0260
2025-02-11 2024-12-31 13F PRUDENTIAL FINL COM 744320102 2,326 0 0.00 276 -2.14 0.0277
2024-11-13 2024-09-30 13F PRUDENTIAL FINL COM 744320102 2,326 0 0.00 282 3.31 0.0285
2024-08-08 2024-06-30 13F PRUDENTIAL FINL COM 744320102 2,326 0 0.00 273 -0.37 0.0293
2024-05-13 2024-03-31 13F PRUDENTIAL FINL COM 744320102 2,326 -200 -7.92 273 4.60 0.0297
2024-02-05 2023-12-31 13F PRUDENTIAL FINL COM 744320102 2,526 -300 -10.62 262 -2.61 0.0307
2023-11-13 2023-09-30 13F/A-1 PRUDENTIAL FINL COM 744320102 2,826 0 0.00 268 7.63 0.0342
2023-11-13 2023-09-30 13F PRUDENTIAL FINL COM 744320102 2,826 0 268 0.0342
2023-07-27 2023-06-30 13F PRUDENTIAL FINL COM 744320102 2,826 -50 -1.74 249 5.06 0.0306
2023-05-15 2023-03-31 13F/A-1 PRUDENTIAL FINL COM 744320102 2,876 250 9.52 238 -9.20 0.0309
2023-05-15 2023-03-31 13F PRUDENTIAL FINL COM 744320102 2,876 250 227 0.0292
2023-02-07 2022-12-31 13F PRUDENTIAL FINL COM 744320102 2,626 0 0.00 261 -7.77 0.0348
2022-11-14 2022-09-30 13F PRUDENTIAL FINL COM 744320102 2,626 76 2.98 283 7.60 0.0367
2022-08-12 2022-06-30 13F PRUDENTIAL FINL COM 744320102 2,550 100 4.08 263 4.37 0.0329
2022-05-13 2022-03-31 13F PRUDENTIAL FINL COM 744320102 2,450 50 2.08 252 -3.08 0.0333
2022-02-14 2021-12-31 13F PRUDENTIAL FINL COM 744320102 2,400 50 2.13 260 -2.62 0.0289
2021-10-27 2021-09-30 13F PRUDENTIAL FINL COM 744320102 2,350 100 4.44 267 18.67 0.0303
2021-08-05 2021-06-30 13F PRUDENTIAL FINL COM 744320102 2,250 50 2.27 225 1.81 0.0260
2021-05-03 2021-03-31 13F PRUDENTIAL FINL COM 744320102 2,200 2,200 221 0.0269
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.