Prudential Financial, Inc.
US ˙ NYSE ˙ US7443201022

SecurityPRU / Prudential Financial, Inc.
InstitutionBogart Wealth, LLC
Latest Disclosed Ownership2,812 shares
Latest Disclosed Value $ 274,714
Bogart Wealth, LLC reports 97.36% decrease in ownership of PRU / Prudential Financial, Inc.

On April 28, 2026 - Bogart Wealth, LLC filed a 13F-HR form disclosing ownership of 2,812 shares of Prudential Financial, Inc. (US:PRU) valued at $274,704 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 106,434 shares of Prudential Financial, Inc.. This represents a change in shares of -97.36% during the quarter. The current value of the position is $290,536 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 FINL INC COM Stock 744320102 2,812 -103,622 -97.36 275 -97.72 0.0106
2026-01-30 2025-12-31 13F PRUDENTIAL FINL INC COM Stock 744320102 106,434 2,796 2.70 12,014 11.75 0.4821
2025-10-27 2025-09-30 13F PRUDENTIAL FINL INC COM Stock 744320102 103,638 -853 -0.82 10,751 -4.23 0.4360
2025-07-30 2025-06-30 13F PRUDENTIAL FINL INC COM Stock 744320102 104,491 4,062 4.04 11,226 0.10 0.4795
2025-05-02 2025-03-31 13F PRUDENTIAL FINL INC COM Stock 744320102 100,429 40,613 67.90 11,216 58.18 0.5292
2025-01-30 2024-12-31 13F PRUDENTIAL FINL INC COM Stock 744320102 59,816 -103 -0.17 7,090 -2.29 0.3362
2024-10-23 2024-09-30 13F PRUDENTIAL FINL INC COM Stock 744320102 59,919 -333 -0.55 7,256 2.78 0.3435
2024-07-31 2024-06-30 13F PRUDENTIAL FINL INC COM Stock 744320102 60,252 -411 -0.68 7,061 -0.86 0.3594
2024-04-25 2024-03-31 13F PRUDENTIAL FINL INC COM Stock 744320102 60,663 67 0.11 7,122 13.32 0.3664
2024-02-07 2023-12-31 13F PRUDENTIAL FINL INC COM Stock 744320102 60,596 -1,206 -1.95 6,284 7.16 0.3546
2023-10-30 2023-09-30 13F PRUDENTIAL FINL INC COM Stock 744320102 61,802 -549 -0.88 5,864 6.62 0.3623
2023-07-31 2023-06-30 13F PRUDENTIAL FINL INC COM Stock 744320102 62,351 1,287 2.11 5,501 8.87 0.3486
2023-04-21 2023-03-31 13F PRUDENTIAL FINL INC COM Stock 744320102 61,064 5,398 9.70 5,052 -8.74 0.3373
2023-02-06 2022-12-31 13F PRUDENTIAL FINL INC COM Stock 744320102 55,666 2,898 5.49 5,537 22.32 0.3854
2022-11-03 2022-09-30 13F PRUDENTIAL FINL INC COM Stock 744320102 52,768 8,431 19.02 4,526 6.69 0.3778
2022-07-22 2022-06-30 13F PRUDENTIAL FINL INC COM Stock 744320102 44,337 7,828 21.44 4,242 -1.67 0.3721
2022-04-22 2022-03-31 13F PRUDENTIAL FINL INC COM Stock 744320102 36,509 4,373 13.61 4,314 24.04 0.3689
2022-01-19 2021-12-31 13F PRUDENTIAL FINL INC COM Stock 744320102 32,136 30,694 2,128.57 3,478 2,188.16 0.3141
2021-10-15 2021-09-30 13F PRUDENTIAL FINL INC COM Stock 744320102 1,442 24 1.69 152 4.83 0.0155
2021-08-06 2021-06-30 13F PRUDENTIAL FINL INC COM Stock 744320102 1,418 0 0.00 145 12.40 0.0158
2021-04-16 2021-03-31 13F PRUDENTIAL FINL INC COM Stock 744320102 1,418 45 3.28 129 20.56 0.0180
2021-01-14 2020-12-31 13F PRUDENTIAL FINL INC COM Stock 744320102 1,373 0 0.00 107 22.99 0.0199
2020-10-06 2020-09-30 13F PRUDENTIAL FINL INC COM Stock 744320102 1,373 0 0.00 87 3.57 0.0193
2020-07-08 2020-06-30 13F PRUDENTIAL FINL INC COM Stock 744320102 1,373 903 192.13 84 236.00 0.0197
2020-04-20 2020-03-31 13F PRUDENTIAL FINL INC COM Stock 744320102 470 0 0.00 25 -43.18 0.0068
2020-02-10 2019-12-31 13F PRUDENTIAL FINL INC COM Stock 744320102 470 0 0.00 44 4.76 0.0141
2019-11-06 2019-09-30 13F/A-1 PRUDENTIAL FINL INC COM Stock 744320102 470 381 428.09 42 425.00 0.0207
2019-10-10 2019-09-30 13F PRUDENTIAL FINL INC COM Stock 744320102 470 381 42 0.0193
2019-07-11 2019-06-30 13F PRUDENTIAL FINL INC COM Stock 744320102 89 0 0.00 8 0.00 0.0048
2019-04-08 2019-03-31 13F PRUDENTIAL FINL INC COM Stock 744320102 89 37 71.15 8 100.00 0.0039
2019-01-15 2018-12-31 13F PRUDENTIAL FINL INC COM Stock 744320102 52 0 0.00 4 -20.00 0.0020
2018-10-16 2018-09-30 13F PRUDENTIAL FINL INC COM Stock 744320102 52 0 0.00 5 25.00 0.0029
2018-07-13 2018-06-30 13F PRUDENTIAL FINL INC COM Stock 744320102 52 0 0.00 4 -20.00 0.0024
2018-04-12 2018-03-31 13F PRUDENTIAL FINL INC COM Stock 744320102 52 0 0.00 5 -16.67 0.0029
2018-01-10 2017-12-31 13F PRUDENTIAL FINL INC COM Stock 744320102 52 0 0.00 6 0.00 0.0038
2017-10-12 2017-09-30 13F PRUDENTIAL FINL INC COM Stock 744320102 52 52 6 0.0044
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.