푸르덴셜 파이낸셜, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionWbh Advisory Inc
Latest Disclosed Ownership4,253 shares
Latest Disclosed Value $ 416,738
Wbh Advisory Inc reports 1.44% decrease in ownership of PRU / Prudential Financial, Inc.

On April 27, 2026 - Wbh Advisory Inc filed a 13F-HR form disclosing ownership of 4,253 shares of Prudential Financial, Inc. (MX:PRU) valued at $416,738 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 4,315 shares of Prudential Financial, Inc.. This represents a change in shares of -1.44% 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)
2026-04-27 2026-03-31 13F PRUDENTIAL FINL COM 744320102 4,253 -62 -1.44 417 -14.58 0.0312
2026-01-26 2025-12-31 13F PRUDENTIAL FINL COM 744320102 4,315 3 0.07 487 8.95 0.0361
2025-10-30 2025-09-30 13F PRUDENTIAL FINL COM 744320102 4,312 -98 -2.22 447 -5.50 0.0342
2025-07-30 2025-06-30 13F PRUDENTIAL FINL COM 744320102 4,410 -1,097 -19.92 474 -23.09 0.0404
2025-05-12 2025-03-31 13F PRUDENTIAL FINL COM 744320102 5,507 14 0.25 615 -5.53 0.0574
2025-01-31 2024-12-31 13F PRUDENTIAL FINL COM 744320102 5,493 -97 -1.74 651 -3.70 0.0604
2024-10-15 2024-09-30 13F PRUDENTIAL FINL COM 744320102 5,590 -29 -0.52 677 2.74 0.0641
2024-07-11 2024-06-30 13F PRUDENTIAL FINL COM 744320102 5,619 -47 -0.83 658 -1.05 0.0666
2024-04-16 2024-03-31 13F PRUDENTIAL FINL COM 744320102 5,666 -197 -3.36 665 9.38 0.0684
2024-01-09 2023-12-31 13F PRUDENTIAL FINL COM 744320102 5,863 -59 -1.00 608 8.38 0.0676
2023-10-10 2023-09-30 13F PRUDENTIAL FINL COM 744320102 5,922 -335 -5.35 562 1.81 0.0690
2023-07-12 2023-06-30 13F PRUDENTIAL FINL COM 744320102 6,257 4 0.06 552 6.58 0.0654
2023-04-20 2023-03-31 13F PRUDENTIAL FINL COM 744320102 6,253 -459 -6.84 517 -10.24 0.0646
2022-10-18 2022-09-30 13F PRUDENTIAL FINL COM 744320102 6,712 -297 -4.24 576 -14.54 0.0831
2022-07-12 2022-06-30 13F PRUDENTIAL FINL COM 744320102 7,009 -446 -5.98 674 -19.38 0.0899
2022-04-29 2022-03-31 13F PRUDENTIAL FINL COM 744320102 7,455 -773 -9.39 836 -6.17 0.1026
2022-01-28 2021-12-31 13F PRUDENTIAL FINL COM 744320102 8,228 3 0.04 891 3.01 0.1016
2021-10-25 2021-09-30 13F PRUDENTIAL FINL COM 744320102 8,225 2 0.02 865 4.47 0.1164
2021-07-27 2021-06-30 13F PRUDENTIAL FINL COM 744320102 8,223 678 8.99 828 20.52 0.1213
2021-04-19 2021-03-31 13F PRUDENTIAL FINL COM 744320102 7,545 -187 -2.42 687 5.69 0.1112
2021-01-21 2020-12-31 13F PRUDENTIAL FINL COM 744320102 7,732 -205 -2.58 650 28.97 0.1118
2020-10-27 2020-09-30 13F PRUDENTIAL FINL COM 744320102 7,937 -97 -1.21 504 3.07 0.1017
2020-08-05 2020-06-30 13F Prudential Financial COM 744320102 8,034 -2,743 -25.45 489 -12.83 0.1183
2020-05-07 2020-03-31 13F Prudential Financial COM 744320102 10,777 -741 -6.43 561 -48.01 0.1316
2020-01-27 2019-12-31 13F Prudential Financial COM 744320102 11,518 -206 -1.76 1,079 2.37 0.2206
2019-10-25 2019-09-30 13F Prudential Financial COM 744320102 11,724 5 0.04 1,054 -10.90 0.2367
2019-08-02 2019-06-30 13F Prudential Financial COM 744320102 11,719 -297 -2.47 1,183 7.16 0.2742
2019-04-22 2019-03-31 13F Prudential Financial COM 744320102 12,016 -146 -1.20 1,104 11.40 0.2626
2019-01-29 2018-12-31 13F Prudential Financial COM 744320102 12,162 -171 -1.39 991 -20.66 0.2406
2018-10-29 2018-09-30 13F Prudential Financial COM 744320102 12,333 -597 -4.62 1,249 3.31 0.3028
2018-07-31 2018-06-30 13F Prudential Financial COM 744320102 12,930 -46 -0.35 1,209 -9.98 0.3134
2018-04-30 2018-03-31 13F Prudential Financial COM 744320102 12,976 -147 -1.12 1,343 -10.94 0.3651
2018-01-31 2017-12-31 13F Prudential Financial COM 744320102 13,123 -212 -1.59 1,508 6.42 0.4022
2017-11-29 2017-09-30 13F Prudential Financial COM 744320102 13,335 -199 -1.47 1,417 -3.14 0.3954
2017-07-21 2017-06-30 13F Prudential Financial COM 744320102 13,534 -323 -2.33 1,463 -1.01 0.4104
2017-04-21 2017-03-31 13F Prudential Financial COM 744320102 13,857 750 5.72 1,478 8.44 0.4427
2017-01-20 2016-12-31 13F Prudential Financial COM 744320102 13,107 0 0.00 1,363 27.38 0.4543
2016-10-24 2016-09-30 13F Prudential Financial COM 744320102 13,107 -175 -1.32 1,070 12.99 0.3662
2016-07-25 2016-06-30 13F Prudential Financial COM 744320102 13,282 -290 -2.14 947 -3.37 0.3686
2016-04-15 2016-03-31 13F Prudential Financial COM 744320102 13,572 425 3.23 980 -8.41 0.3280
2016-01-19 2015-12-31 13F Prudential Financial COM 744320102 13,147 -1,380 -9.50 1,070 -3.34 0.3739
2015-10-15 2015-09-30 13F Prudential Financial COM 744320102 14,527 250 1.75 1,107 -11.37 0.4599
2015-07-20 2015-06-30 13F Prudential Financial COM 744320102 14,277 -115 -0.80 1,249 8.14 0.4908
2015-04-22 2015-03-31 13F Prudential Financial COM 744320102 14,392 -585 -3.91 1,155 -14.70 0.3241
2015-01-23 2014-12-31 13F Prudential Financial COM 744320102 14,977 -150 -0.99 1,354 1.80 0.5105
2014-10-17 2014-09-30 13F Prudential Financial COM 744320102 15,127 -178 -1.16 1,330 -2.06 0.4673
2014-07-21 2014-06-30 13F Prudential Financial COM 744320102 15,305 14 0.09 1,358 4.95 0.5134
2014-04-29 2014-03-31 13F Prudential Financial COM 744320102 15,291 -100 -0.65 1,294 -8.81 0.5148
2014-02-19 2013-12-31 13F/A-1 Prudential Financial COM 744320102 15,391 25 0.16 1,419 18.45 0.5716
2014-01-27 2013-12-31 13F Prudential Financial COM 744320102 15,391 1,419
2013-11-05 2013-09-30 13F Prudential Financial COM 744320102 15,366 75 0.49 1,198 7.35 0.5362
2013-07-19 2013-06-30 13F Prudential Financial COM 744320102 15,291 15,291 1,116 0.5161
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.