Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership4,822 shares
Latest Disclosed Value $ 471,061
Pinnacle Wealth Planning Services, Inc. reports 0.21% decrease in ownership of PRU / Prudential Financial, Inc.

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 4,822 shares of Prudential Financial, Inc. (MX:PRU) valued at $471,061 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,832 shares of Prudential Financial, Inc.. This represents a change in shares of -0.21% 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 4,822 -10 -0.21 471 -13.58 0.0487
2026-02-13 2025-12-31 13F PRUDENTIAL FINL COM 744320102 4,832 -282 -5.51 545 2.83 0.0569
2025-11-13 2025-09-30 13F PRUDENTIAL FINL COM 744320102 5,114 138 2.77 531 -0.75 0.0622
2025-08-11 2025-06-30 13F PRUDENTIAL FINL COM 744320102 4,976 115 2.37 535 -1.48 0.0703
2025-05-15 2025-03-31 13F PRUDENTIAL FINL COM 744320102 4,861 -126 -2.53 543 -8.29 0.0816
2025-02-27 2024-12-31 13F/A-1 PRUDENTIAL FINL COM 744320102 4,987 -531 -9.62 591 -11.53 0.0888
2025-02-06 2024-12-31 13F PRUDENTIAL FINL COM 744320102 4,987 -531 591 0.0825
2024-11-13 2024-09-30 13F PRUDENTIAL FINL Stock 744320102 5,518 -45 -0.81 668 2.61 0.0908
2024-08-09 2024-06-30 13F PRUDENTIAL FINL Stock 744320102 5,563 -35 -0.63 652 -0.91 0.0931
2024-05-10 2024-03-31 13F PRUDENTIAL FINL Stock 744320102 5,598 76 1.38 657 14.86 0.0963
2024-02-08 2023-12-31 13F PRUDENTIAL FINL Stock 744320102 5,522 -98 -1.74 573 7.32 0.0900
2023-11-08 2023-09-30 13F PRUDENTIAL FINL Stock 744320102 5,620 -93 -1.63 533 5.75 0.0879
2023-08-07 2023-06-30 13F PRUDENTIAL FINL Stock 744320102 5,713 -182 -3.09 504 3.49 0.0814
2023-05-03 2023-03-31 13F PRUDENTIAL FINL Stock 744320102 5,895 139 2.41 488 -14.86 0.0811
2023-02-13 2022-12-31 13F PRUDENTIAL FINL Stock 744320102 5,756 -466 -7.49 572 7.12 0.1017
2022-11-09 2022-09-30 13F PRUDENTIAL FINL Stock 744320102 6,222 308 5.21 534 -5.65 0.0987
2022-08-03 2022-06-30 13F PRUDENTIAL FINL Stock 744320102 5,914 375 6.77 566 -13.59 0.1017
2022-04-20 2022-03-31 13F PRUDENTIAL FINL Stock 744320102 5,539 -94 -1.67 655 7.38 0.1193
2022-01-21 2021-12-31 13F PRUDENTIAL FINL Stock 744320102 5,633 -101 -1.76 610 1.16 0.1192
2021-10-29 2021-09-30 13F PRUDENTIAL FINL Stock 744320102 5,734 -142 -2.42 603 0.17 0.1333
2021-08-02 2021-06-30 13F PRUDENTIAL FINL Stock 744320102 5,876 -29 -0.49 602 11.90 0.1400
2021-04-29 2021-03-31 13F PRUDENTIAL FINL Stock 744320102 5,905 143 2.48 538 19.56 0.1380
2021-02-12 2020-12-31 13F PRUDENTIAL FINL Stock 744320102 5,762 214 3.86 450 27.48 0.1075
2020-11-03 2020-09-30 13F PRUDENTIAL FINL Stock 744320102 5,548 582 11.72 353 16.50 0.1166
2020-07-27 2020-06-30 13F PRUDENTIAL FINL Stock 744320102 4,966 -463 -8.53 303 7.45 0.0984
2020-05-11 2020-03-31 13F PRUDENTIAL FINL Stock 744320102 5,429 919 20.38 282 -33.18 0.1339
2020-02-07 2019-12-31 13F PRUDENTIAL FINL Stock 744320102 4,510 1,752 63.52 422 70.16 0.1985
2019-10-31 2019-09-30 13F PRUDENTIAL FINL Stock 744320102 2,758 -1,087 -28.27 248 -36.25 0.1350
2019-08-06 2019-06-30 13F PRUDENTIAL FINL Stock 744320102 3,845 31 0.81 389 10.83 0.2347
2019-05-08 2019-03-31 13F PRUDENTIAL FINL Stock 744320102 3,814 1,176 44.58 351 63.26 0.2356
2019-03-01 2018-12-31 13F PRUDENTIAL FINL Stock 744320102 2,638 -397 -13.08 215 -30.19 0.1376
2019-02-28 2018-09-30 13F PRUDENTIAL FINL Stock 744320102 3,035 306 11.21 308 20.78 0.2816
2019-02-28 2018-06-30 13F PRUDENTIAL FINL Stock 744320102 2,729 -926 -25.34 255 -32.72 0.2477
2019-02-28 2018-03-31 13F PRUDENTIAL FINL Stock 744320102 3,655 2,741 299.89 379 260.95 0.3898
2018-02-12 2017-12-31 13F PRUDENTIAL FINL INC COM Stock 744320102 914 914 105 0.2139
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.