푸르덴셜 파이낸셜, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionGradient Investments LLC
Latest Disclosed Ownership129,799 shares
Latest Disclosed Value $ 12,680,112
Gradient Investments LLC reports 4.20% increase in ownership of PRU / Prudential Financial, Inc.

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 129,799 shares of Prudential Financial, Inc. (MX:PRU) valued at $12,680,112 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 124,572 shares of Prudential Financial, Inc.. This represents a change in shares of 4.20% 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)
2026-04-13 2026-03-31 13F PRUDENTIAL FINL COM 744320102 129,799 5,227 4.20 12,680 -9.82 0.1964
2026-01-08 2025-12-31 13F PRUDENTIAL FINL COM 744320102 124,572 -14,928 -10.70 14,062 -2.83 0.2232
2025-10-06 2025-09-30 13F PRUDENTIAL FINL COM 744320102 139,500 122,012 697.69 14,472 670.55 0.2416
2025-07-08 2025-06-30 13F PRUDENTIAL FINL COM 744320102 17,488 17,488 1,879 0.0343
2024-10-15 2024-09-30 13F PRUDENTIAL FINL COM 744320102 0 -1,563 -100.00 0 -100.00
2024-07-18 2024-06-30 13F PRUDENTIAL FINL COM 744320102 1,563 1,021 188.38 183 190.48 0.0041
2024-04-23 2024-03-31 13F PRUDENTIAL FINL COM 744320102 542 -642 -54.22 64 -48.36 0.0015
2024-01-18 2023-12-31 13F PRUDENTIAL FINL COM 744320102 1,184 19 1.63 123 10.91 0.0030
2023-10-27 2023-09-30 13F PRUDENTIAL FINL COM 744320102 1,165 3 0.26 111 7.84 0.0029
2023-07-11 2023-06-30 13F PRUDENTIAL FINL COM 744320102 1,162 107 10.14 102 17.24 0.0026
2023-04-17 2023-03-31 13F PRUDENTIAL FINL COM 744320102 1,055 0 0.00 87 -16.35 0.0024
2023-01-10 2022-12-31 13F PRUDENTIAL FINL COM 744320102 1,055 -110 -9.44 105 4.00 0.0033
2022-10-14 2022-09-30 13F PRUDENTIAL FINL COM 744320102 1,165 553 90.36 100 69.49 0.0031
2022-07-11 2022-06-30 13F PRUDENTIAL FINL COM 744320102 612 125 25.67 59 3.51 0.0017
2022-05-26 2022-03-31 13F PRUDENTIAL FINL COM 744320102 487 -115 -19.10 57 -12.31 0.0015
2022-01-12 2021-12-31 13F PRUDENTIAL FINL COM 744320102 602 115 23.61 65 27.45 0.0016
2021-10-18 2021-09-30 13F PRUDENTIAL FINL COM 744320102 487 -45 -8.46 51 -5.56 0.0014
2021-07-12 2021-06-30 13F PRUDENTIAL FINL COM 744320102 532 0 0.00 54 12.50 0.0016
2021-04-21 2021-03-31 13F PRUDENTIAL FINL COM 744320102 532 -137 -20.48 48 14.29 0.0016
2021-01-08 2020-12-31 13F PRUDENTIAL FINL COM 744320102 669 0 0.00 42 0.00 0.0018
2020-10-06 2020-09-30 13F PRUDENTIAL FINL COM 744320102 669 1 0.15 42 2.44 0.0018
2020-07-10 2020-06-30 13F PRUDENTIAL FINL COM 744320102 668 -210 -23.92 41 -10.87 0.0019
2020-04-07 2020-03-31 13F PRUDENTIAL FINL COM 744320102 878 -123 -12.29 46 -51.06 0.0025
2020-01-15 2019-12-31 13F PRUDENTIAL FINL COM 744320102 1,001 447 80.69 94 88.00 0.0042
2019-10-10 2019-09-30 13F PRUDENTIAL FINL COM 744320102 554 12 2.21 50 -9.09 0.0024
2019-07-16 2019-06-30 13F PRUDENTIAL FINL COM 744320102 542 216 66.26 55 83.33 0.0028
2019-04-11 2019-03-31 13F PRUDENTIAL FINL COM 744320102 326 59 22.10 30 36.36 0.0019
2019-01-18 2018-12-31 13F PRUDENTIAL FINL COM 744320102 267 -12 -4.30 22 -21.43 0.0013
2018-10-11 2018-09-30 13F PRUDENTIAL FINL COM 744320102 279 124 80.00 28 100.00 0.0014
2018-08-09 2018-06-30 13F PRUDENTIAL FINL COM 744320102 155 -47 -23.27 14 -33.33 0.0007
2018-04-10 2018-03-31 13F PRUDENTIAL FINL COM 744320102 202 0 0.00 21 -8.70 0.0011
2018-02-07 2017-12-31 13F PRUDENTIAL FINL COM 744320102 202 202 23 0.0013
2017-10-16 2017-09-30 13F PRUDENTIAL FINL COM 744320102 0 -76 -100.00 0 -100.00
2017-07-19 2017-06-30 13F PRUDENTIAL FINL COM 744320102 76 42 123.53 8 100.00 0.0006
2017-04-11 2017-03-31 13F PRUDENTIAL FINL COM 744320102 34 0 0.00 4 0.00 0.0003
2017-01-17 2016-12-31 13F PRUDENTIAL FINL COM 744320102 34 34 0.00 4 0.0004
2016-01-19 2015-12-31 13F PRUDENTIAL FINL COM 744320102 0 0 0 0.0000
2015-04-10 2015-03-31 13F PRUDENTIAL FINL COM 744320102 0 -10 -100.00 0 -100.00
2015-01-15 2014-12-31 13F PRUDENTIAL FINL COM 744320102 10 -71 -87.65 1 -85.71 0.0002
2014-07-11 2014-06-30 13F PRUDENTIAL FINL COM 744320102 81 41 102.50 7 133.33 0.0034
2014-04-11 2014-03-31 13F PRUDENTIAL FINL COM 744320102 40 -500 -92.59 3 -94.00 0.0007
2014-01-13 2013-12-31 13F PRUDENTIAL FINL COM 744320102 540 540 50 0.0133
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.