Cwm, Llc reports 4.48% decrease in ownership of PRU / Prudential Financial, Inc.

Prudential Financial, Inc.

US ˙ NYSE ˙ US7443201022

Security	PRU / Prudential Financial, Inc.
Institution	Cwm, Llc
Latest Disclosed Ownership	37,400 shares
Latest Disclosed Value	$ 3,653,618

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 37,400 shares of Prudential Financial, Inc. (US:PRU) valued at $3,653,606 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 39,153 shares of Prudential Financial, Inc.. This represents a change in shares of -4.48% during the quarter. The current value of the position is $3,769,546 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-14	2026-03-31	13F	PRUDENTIAL FINL	COM	744320102	37,400	-1,753	-4.48	3,654	91,225.00	0.0095
2026-01-26	2025-12-31	13F	PRUDENTIAL FINL	COM	744320102	39,153	68	0.17	4	0.00	0.0120
2025-10-15	2025-09-30	13F	PRUDENTIAL FINL	COM	744320102	39,085	14,120	56.56	4	100.00	0.0122
2025-07-25	2025-06-30	13F	PRUDENTIAL FINL	COM	744320102	24,965	8,989	56.27	3	100.00	0.0095
2025-05-01	2025-03-31	13F	PRUDENTIAL FINL	COM	744320102	15,976	1,290	8.78	2	0.00	0.0071
2025-02-04	2024-12-31	13F	PRUDENTIAL FINL	COM	744320102	14,686	673	4.80	2	0.00	0.0072
2024-10-08	2024-09-30	13F	PRUDENTIAL FINL	COM	744320102	14,013	977	7.49	2	0.00	0.0073
2024-07-10	2024-06-30	13F	PRUDENTIAL FINL	COM	744320102	13,036	1,527	13.27	2	0.00	0.0072
2024-04-05	2024-03-31	13F	PRUDENTIAL FINL	COM	744320102	11,509	532	4.85	1	0.00	0.0066
2024-02-01	2023-12-31	13F	PRUDENTIAL FINL	COM	744320102	10,977	480	4.57	1		0.0061
2023-10-11	2023-09-30	13F	PRUDENTIAL FINL	COM	744320102	10,497	703	7.18	1		0.0061
2023-08-03	2023-06-30	13F	PRUDENTIAL FINL	COM	744320102	9,794	525	5.66	1		0.0053
2023-05-01	2023-03-31	13F	PRUDENTIAL FINL	COM	744320102	9,269	118	1.29	1		0.0052
2023-02-01	2022-12-31	13F	PRUDENTIAL FINL	COM	744320102	9,151	-92	-1.00	1	-100.00	0.0067
2022-10-27	2022-09-30	13F	PRUDENTIAL FINL	COM	744320102	9,243	1,266	15.87	793	3.93	0.0063
2022-07-28	2022-06-30	13F	PRUDENTIAL FINL	COM	744320102	7,977	-144	-1.77	763	-20.52	0.0059
2022-04-21	2022-03-31	13F	PRUDENTIAL FINL	COM	744320102	8,121	-1,953	-19.39	960	-11.93	0.0068
2022-01-31	2021-12-31	13F	PRUDENTIAL FINL	COM	744320102	10,074	6,724	200.72	1,090	217.78	0.0077
2021-09-15	2021-06-30	13F/A-1	PRUDENTIAL FINL	COM	744320102	3,350	0	0.00	343	0.00	0.0027
2021-07-29	2021-06-30	13F	PRUDENTIAL FINL	COM	744320102	3,350	0		343		0.0027
2021-09-15	2021-03-31	13F/A-1	PRUDENTIAL FINL	COM	744320102	3,350	0	0.00	343	0.00	0.0027
2021-04-27	2021-03-31	13F	PRUDENTIAL FINL	COM	744320102	2,712	-638		247		0.0022
2021-09-15	2020-12-31	13F/A-1	PRUDENTIAL FINL	COM	744320102	3,350	0	0.00	343	0.00	0.0027
2021-01-27	2020-12-31	13F	PRUDENTIAL FINL	COM	744320102	2,489	-861		194		0.0018
2021-09-15	2020-09-30	13F/A-1	PRUDENTIAL FINL	COM	744320102	3,350	0	0.00	343	0.00	0.0027
2020-10-19	2020-09-30	13F	PRUDENTIAL FINL	COM	744320102	2,392	-958		152		0.0017
2021-09-15	2020-06-30	13F/A-1	PRUDENTIAL FINL	COM	744320102	3,350	0	0.00	343	0.00	0.0027
2020-07-22	2020-06-30	13F	PRUDENTIAL FINL	COM	744320102	2,047	-1,303		125		0.0015
2021-09-15	2020-03-31	13F/A-1	PRUDENTIAL FINL	COM	744320102	3,350	0	0.00	343	0.00	0.0027
2020-04-28	2020-03-31	13F	PRUDENTIAL FINL	COM	744320102	1,901	-1,449		99		0.0015
2021-09-14	2019-12-31	13F/A-1	PRUDENTIAL FINL	COM	744320102	3,350	0	0.00	343	0.00	0.0027
2020-01-27	2019-12-31	13F	PRUDENTIAL FINL	COM	744320102	1,862	-1,488		175		0.0022
2021-09-14	2019-09-30	13F/A-1	PRUDENTIAL FINL	COM	744320102	3,350	0	0.00	343	0.00	0.0027
2019-10-22	2019-09-30	13F	PRUDENTIAL FINL	COM	744320102	2,044	-1,306		184		0.0027
2021-09-14	2019-06-30	13F/A-1	PRUDENTIAL FINL	COM	744320102	3,350	0	0.00	343	0.00	0.0027
2019-07-31	2019-06-30	13F	PRUDENTIAL FINL	COM	744320102	2,083	-1,267		210		0.0035
2021-09-02	2019-03-31	13F/A-1	PRUDENTIAL FINL	COM	744320102	3,350	2,104	168.86	343	236.27	0.0027
2019-04-22	2019-03-31	13F	PRUDENTIAL FINL	COM	744320102	1,061	-185		97		0.0019
2019-01-25	2018-12-31	13F	PRUDENTIAL FINL	COM	744320102	1,246	228	22.40	102	-0.97	0.0025
2018-10-29	2018-09-30	13F	PRUDENTIAL FINL	COM	744320102	1,018	257	33.77	103	45.07	0.0026
2018-07-31	2018-06-30	13F	PRUDENTIAL FINL	COM	744320102	761	156	25.79	71	12.70	0.0023
2018-04-26	2018-03-31	13F	PRUDENTIAL FINL	COM	744320102	605	38	6.70	63	-3.08	0.0025
2018-01-16	2017-12-31	13F	PRUDENTIAL FINL	COM	744320102	567	18	3.28	65	12.07	0.0029
2017-10-16	2017-09-30	13F	PRUDENTIAL FINL	COM	744320102	549	12	2.23	58	0.00	0.0027
2017-07-17	2017-06-30	13F	PRUDENTIAL FINL	COM	744320102	537	161	42.82	58	45.00	0.0030
2017-04-17	2017-03-31	13F	PRUDENTIAL FINL	COM	744320102	376	-52	-12.15	40	-11.11	0.0023
2017-01-19	2016-12-31	13F	PRUDENTIAL FINL	COM	744320102	428	328	328.00	45	462.50	0.0028
2016-10-17	2016-09-30	13F	PRUDENTIAL FINL	COM	744320102	100	0	0.00	8	14.29	0.0006
2016-07-21	2016-06-30	13F	PRUDENTIAL FINL	COM	744320102	100	-1,386	-93.27	7	-93.46	0.0005
2016-04-18	2016-03-31	13F	PRUDENTIAL FINL	COM	744320102	1,486	-6	-0.40	107	-11.57	0.0094
2016-02-01	2015-12-31	13F	PRUDENTIAL FINL	COM	744320102	1,492	6	0.40	121	7.08	0.0118
2015-10-30	2015-09-30	13F	PRUDENTIAL FINL	COM	744320102	1,486	-151	-9.22	113	-25.17	0.0114
2014-02-14	2013-12-31	13F	PRUDENTIAL FINL	COM	744320102	1,637	37	2.31	151	20.80	0.0236
2013-11-14	2013-09-30	13F	PRUDENTIAL FINL	COM	744320102	1,600	1,600		125		0.0328

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.