Prudential plc - Depositary Receipt (Common Stock)
US ˙ NYSE ˙ US74435K2042

SecurityPUK / Prudential plc - Depositary Receipt (Common Stock)
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership175 shares
Latest Disclosed Value $ 4,975
IFP Advisors, Inc reports 12.90% increase in ownership of PUK / Prudential plc - Depositary Receipt (Common Stock)

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 175 shares of Prudential plc - Depositary Receipt (Common Stock) (US:PUK) valued at $4,975 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 155 shares of Prudential plc - Depositary Receipt (Common Stock). This represents a change in shares of 12.90% during the quarter. The current value of the position is $4,998 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)
2026-04-13 2026-03-31 13F PRUDENTIAL cs 74435K204 175 20 12.90 5 0.00 0.0001
2026-02-06 2025-12-31 13F PRUDENTIAL cs 74435K204 155 0 0.00 5 0.00 0.0001
2026-02-06 2025-09-30 13F/A-1 PRUDENTIAL PLC ADR cs 74435K204 155 -43 -21.72 4 0.00 0.0001
2025-12-02 2025-09-30 13F PRUDENTIAL PLC ADR cs 74435K204 155 -43 4 0.0001
2025-07-24 2025-06-30 13F PRUDENTIAL cs 74435K204 198 25 14.45 5 33.33 0.0001
2025-05-05 2025-03-31 13F PRUDENTIAL cs 74435K204 173 -2 -1.14 4 50.00 0.0001
2025-02-04 2024-12-31 13F PRUDENTIAL cs 74435K204 175 -4 -2.23 3 -33.33 0.0001
2025-02-04 2024-09-30 13F PRUDENTIAL cs 74435K204 179 0 0.00 3 0.00 0.0001
2024-07-30 2024-06-30 13F PRUDENTIAL cs 74435K204 179 70 64.22 3 50.00 0.0001
2024-07-30 2024-03-31 13F PRUDENTIAL cs 74435K204 109 0 0.00 2 0.00 0.0001
2024-01-09 2023-12-31 13F PRUDENTIAL cs 74435K204 109 -374 -77.43 2 -80.00 0.0001
2023-10-12 2023-09-30 13F PRUDENTIAL cs 74435K204 483 435 906.25 11 900.00 0.0005
2023-08-14 2023-06-30 13F/A-1 PRUDENTIAL cs 74435K204 48 30 166.67 1 0.0001
2023-08-04 2023-06-30 13F PRUDENTIAL cs 74435K204 48 30 1 0.0001
2023-04-18 2023-03-31 13F PRUDENTIAL cs 74435K204 18 -4,905 -99.63 0 0.0000
2023-02-07 2022-12-31 13F PRUDENTIAL cs 74435K204 4,923 645 15.08 0 -100.00 0.0036
2022-11-08 2022-09-30 13F PRUDENTIAL cs 74435K204 4,278 766 21.81 119 22.68 0.0031
2022-09-06 2022-06-30 13F/A-1 PRUDENTIAL cs 74435K204 3,512 0 0.00 97 0.00 0.0031
2022-09-06 2022-03-31 13F/A-1 PRUDENTIAL cs 74435K204 3,512 3,494 19,411.11 97 9,600.00 0.0031
2022-01-12 2021-12-31 13F PRUDENTIAL PLC ADR Stock 74435K204 18 18 1 0.0000
2021-07-13 2021-06-30 13F PRUDENTIAL PLC ADR Stock 74435K204 0 0 0 0.0000
2021-04-30 2021-03-31 13F PRUDENTIAL PLC ADR Stock 74435K204 0 0 0 0.0000
2021-01-25 2020-12-31 13F PRUDENTIAL PLC ADR Stock 74435K204 0 0 0 0.0000
2020-10-29 2020-09-30 13F PRUDENTIAL PLC ADR Stock 74435K204 0 0 0 0.0000
2020-08-05 2020-06-30 13F PRUDENTIAL PLC ADR Stock 74435K204 0 -100 -100.00 0 -100.00
2020-05-12 2020-03-31 13F PRUDENTIAL PLC ADR Stock 74435K204 100 29 40.85 3 0.00 0.0003
2020-01-17 2019-12-31 13F PRUDENTIAL PLC ADR Stock 74435K204 71 -762 -91.48 3 -90.32 0.0002
2019-11-07 2019-09-30 13F PRUDENTIAL PLC ADR Stock 74435K204 833 517 163.61 31 138.46 0.0021
2019-05-15 2019-03-31 13F PRUDENTIAL PLCADR Stock 74435K204 316 -103 -24.58 13 -13.33 0.0018
2019-06-03 2018-12-31 13F/A-10 PRUDENTIAL CORP PLC ADRF SPONSORED ADR ADR 74435K204 419 -8 -1.87 15 -25.00 0.0009
2019-01-23 2018-12-31 13F PRUDENTIAL CORP PLC ADRF SPONSORED ADR ADR 74435K204 419 -8 15 0.0009
2019-06-03 2018-09-30 13F/A-9 PRUDENTIAL CORP PLC ADRF SPONSORED ADR ADR 74435K204 427 53 14.17 20 17.65 0.0008
2018-10-25 2018-09-30 13F PRUDENTIAL CORP PLC ADRF SPONSORED ADR ADR 74435K204 427 53 20 0.0008
2019-06-03 2018-06-30 13F/A-8 PRUDENTIAL CORP PLC ADRF SPONSORED ADR ADR 74435K204 374 -294 -44.01 17 -50.00 0.0007
2018-08-07 2018-06-30 13F PRUDENTIAL CORP PLC ADRF SPONSORED ADR ADR 74435K204 374 -301 17
2019-06-03 2018-03-31 13F/A-7 PRUDENTIAL PLC ADR ADR 74435K204 668 0 0.00 34 0.00 0.0015
2018-05-09 2018-03-31 13F PRUDENTIAL CORP PLC ADRF SPONSORED ADR ADR 74435K204 675 7 35
2019-06-03 2017-12-31 13F/A-6 PRUDENTIAL PLC ADR ADR 74435K204 668 -754 -53.02 34 -50.00 0.0015
2018-01-24 2017-12-31 13F PRUDENTIAL PLC ADR ADR 74435K204 668 -754 34
2017-10-30 2017-09-30 13F PRUDENTIAL PLC ADR ADR 74435K204 1,422 -458 -24.36 68 -20.93 0.0027
2019-06-03 2017-06-30 13F/A-5 PRUDENTIAL PLC ADR ADR 74435K204 1,880 576 44.17 86 56.36 0.0036
2017-07-31 2017-06-30 13F PRUDENTIAL PLC ADR ADR 74435K204 1,880 576 86
2019-06-03 2017-03-31 13F/A-4 PRUDENTIAL PLC ADR ADR 74435K204 1,304 -5 -0.38 55 5.77 0.0024
2017-04-26 2017-03-31 13F PRUDENTIAL PLC ADR ADR 74435K204 1,304 -5 55
2019-06-03 2016-12-31 13F/A-3 PRUDENTIAL PLC ADR ADR 74435K204 1,309 -81 -5.83 52 4.00 0.0025
2017-02-14 2016-12-31 13F PRUDENTIAL PLC ADR ADR 74435K204 1,309 -81 52
2016-11-04 2016-09-30 13F PRUDENTIAL PLC ADR ADR 74435K204 1,390 112 8.76 50 16.28 0.0026
2019-06-03 2016-06-30 13F/A-2 PRUDENTIAL PLC ADR ADR 74435K204 1,278 962 304.43 43 230.77 0.0024
2016-08-22 2016-06-30 13F PRUDENTIAL PLC ADR ADR 74435K204 1,278 962 43
2019-06-03 2016-03-31 13F/A-1 PRUDENTIAL PLCADR Stock 74435K204 316 -2,126 -87.06 13 -88.18 0.0018
2016-05-02 2016-03-31 13F PRUDENTIAL PLC ADR ADR 74435K204 538 -1,904 20
2016-02-11 2015-12-31 13F PRUDENTIAL PLC ADR ADR 74435K204 2,442 2,442 110 0.0074
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.