푸르덴셜 파이낸셜, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionDynamic Advisor Solutions LLC
Latest Disclosed Ownership2,251 shares
Latest Disclosed Value $ 219,912
Dynamic Advisor Solutions LLC reports 13.69% increase in ownership of PRU / Prudential Financial, Inc.

On April 8, 2026 - Dynamic Advisor Solutions LLC filed a 13F-HR form disclosing ownership of 2,251 shares of Prudential Financial, Inc. (MX:PRU) valued at $219,912 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 1,980 shares of Prudential Financial, Inc.. This represents a change in shares of 13.69% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-08 2026-03-31 13F PRUDENTIAL FINL COM 744320102 2,251 271 13.69 220 -1.79 0.0069
2026-01-09 2025-12-31 13F PRUDENTIAL FINL COM 744320102 1,980 -270 -12.00 224 -4.29 0.0072
2025-10-09 2025-09-30 13F PRUDENTIAL FINL COM 744320102 2,250 17 0.76 233 -2.51 0.0068
2025-07-09 2025-06-30 13F PRUDENTIAL FINL COM 744320102 2,233 -316 -12.40 240 -15.85 0.0074
2025-04-17 2025-03-31 13F PRUDENTIAL FINL COM 744320102 2,549 -31 -1.20 285 -6.89 0.0094
2025-01-21 2024-12-31 13F PRUDENTIAL FINL COM 744320102 2,580 49 1.94 306 -0.33 0.0132
2024-10-07 2024-09-30 13F PRUDENTIAL FINL COM 744320102 2,531 -391 -13.38 307 -10.53 0.0092
2024-07-15 2024-06-30 13F PRUDENTIAL FINL COM 744320102 2,922 -1,080 -26.99 342 -27.08 0.0108
2024-04-12 2024-03-31 13F PRUDENTIAL FINL COM 744320102 4,002 -1,101 -21.58 470 -11.84 0.0159
2024-01-10 2023-12-31 13F PRUDENTIAL FINL COM 744320102 5,103 238 4.89 532 15.40 0.0198
2023-10-11 2023-09-30 13F PRUDENTIAL FINL COM 744320102 4,865 -1,233 -20.22 462 -14.15 0.0218
2023-08-03 2023-06-30 13F PRUDENTIAL FINL COM 744320102 6,098 45 0.74 538 7.40 0.0279
2023-04-11 2023-03-31 13F PRUDENTIAL FINL COM 744320102 6,053 336 5.88 501 -11.97 0.0293
2023-01-13 2022-12-31 13F PRUDENTIAL FINL COM 744320102 5,717 -27 -0.47 569 15.21 0.0388
2022-10-20 2022-09-30 13F PRUDENTIAL FINL COM 744320102 5,744 -189 -3.19 493 -13.20 0.0376
2022-07-27 2022-06-30 13F PRUDENTIAL FINL COM 744320102 5,933 -405 -6.39 568 -24.17 0.0436
2022-04-11 2022-03-31 13F PRUDENTIAL FINL COM 744320102 6,338 -11,584 -64.64 749 -61.39 0.0521
2022-01-26 2021-12-31 13F PRUDENTIAL FINL COM 744320102 17,922 -2,038 -10.21 1,940 -7.62 0.1386
2021-10-28 2021-09-30 13F PRUDENTIAL FINL COM 744320102 19,960 -1,666 -7.70 2,100 -5.23 0.1581
2021-08-10 2021-06-30 13F PRUDENTIAL FINL COM 744320102 21,626 302 1.42 2,216 14.05 0.1756
2021-04-27 2021-03-31 13F PRUDENTIAL FINL COM 744320102 21,324 15,851 289.62 1,943 355.04 0.1804
2021-02-03 2020-12-31 13F PRUDENTIAL FINL COM 744320102 5,473 -192 -3.39 427 18.61 0.0400
2020-10-27 2020-09-30 13F PRUDENTIAL FINL COM 744320102 5,665 -315 -5.27 360 -1.10 0.0409
2020-08-05 2020-06-30 13F PRUDENTIAL FINL COM 744320102 5,980 -412 -6.45 364 9.31 0.0492
2020-05-07 2020-03-31 13F PRUDENTIAL FINL COM 744320102 6,392 -97 -1.49 333 -45.23 0.0608
2020-02-04 2019-12-31 13F PRUDENTIAL FINL COM 744320102 6,489 -172 -2.58 608 1.50 0.0829
2019-11-13 2019-09-30 13F PRUDENTIAL FINL COM 744320102 6,661 107 1.63 599 -9.52 0.0930
2019-08-13 2019-06-30 13F PRUDENTIAL FINL COM 744320102 6,554 202 3.18 662 13.36 0.1063
2019-04-10 2019-03-31 13F PRUDENTIAL FINL COM 744320102 6,352 -82 -1.27 584 -2.34 0.1102
2019-01-29 2018-12-31 13F PRUDENTIAL FINL COM 744320102 6,434 -17,514 -73.13 598 -75.35 0.1270
2018-11-14 2018-09-30 13F PRUDENTIAL FINL COM 744320102 23,948 -192 -0.80 2,426 7.49 0.5031
2018-08-07 2018-06-30 13F PRUDENTIAL FINL COM 744320102 24,140 20,660 593.68 2,257 526.94 0.5118
2018-05-01 2018-03-31 13F PRUDENTIAL FINL COM 744320102 3,480 3,480 360 0.0924
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.