保德信金融公司
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionHighPoint Advisor Group LLC
Latest Disclosed Ownership2,184 shares
Latest Disclosed Value $ 213,329
HighPoint Advisor Group LLC reports 5.97% increase in ownership of PRU / Prudential Financial, Inc.

On May 14, 2026 - HighPoint Advisor Group LLC filed a 13F-HR form disclosing ownership of 2,184 shares of Prudential Financial, Inc. (MX:PRU) valued at $213,329 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 14, 2026 disclosing 2,061 shares of Prudential Financial, Inc.. This represents a change in shares of 5.97% 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)
2026-05-14 2026-03-31 13F PRUDENTIAL FINANCIAL Common Stock 744320102 2,184 123 5.97 213 -8.19 0.0089
2026-05-14 2025-12-31 13F/A-2 PRUDENTIAL FINANCIAL Common Stock 744320102 2,061 -11,004 -84.23 233 -82.88 0.0097
2026-02-04 2025-12-31 13F PRUDENTIAL FINANCIAL Common Stock 744320102 12,694 -371 1,433 0.0665
2025-11-05 2025-09-30 13F PRUDENTIAL FINANCIAL Common Stock 744320102 13,065 -33 -0.25 1,355 -3.70 0.0646
2025-08-07 2025-06-30 13F PRUDENTIAL FINANCIAL Common Stock 744320102 13,098 -88 -0.67 1,407 2.63 0.0748
2025-05-05 2025-03-31 13F PRUDENTIAL FINANCIAL Common Stock 744320102 13,186 259 2.00 1,372 -4.99 0.0799
2025-02-12 2024-12-31 13F PRUDENTIAL FINANCIAL Common Stock 744320102 12,927 103 0.80 1,443 -7.20 0.0784
2024-11-04 2024-09-30 13F PRUDENTIAL FINANCIAL Common Stock 744320102 12,824 121 0.95 1,555 155,400.00 0.0907
2024-08-08 2024-06-30 13F PRUDENTIAL FINANCIAL Common Stock 744320102 12,703 413 3.36 2 0.00 0.0955
2024-05-14 2024-03-31 13F PRUDENTIAL FINANCIAL Common Stock 744320102 12,290 255 2.12 1 -99.93 0.1023
2024-03-26 2023-12-31 13F PRUDENTIAL FINANCIAL Common Stock 744320102 12,035 41 0.34 1,392 22.43 0.0997
2022-08-15 2022-06-30 13F PRUDENTIAL FINANCIAL Common Stock 744320102 11,994 -157 -1.29 1,137 -11.03 0.1244
2021-11-15 2021-09-30 13F PRUDENTIAL FINANCIAL Common Stock 744320102 12,151 -925 -7.07 1,278 -4.63 0.1252
2021-07-29 2021-06-30 13F PRUDENTIAL FINANCIAL Common Stock 744320102 13,076 564 4.51 1,340 13.46 0.1349
2021-04-12 2021-03-31 13F PRUDENTIAL FINANCIAL Common Stock 744320102 12,512 422 3.49 1,181 20.02 0.1367
2021-02-10 2020-12-31 13F PRUDENTIAL FINANCIAL Common Stock 744320102 12,090 -2,193 -15.35 984 5.35 0.1198
2020-11-06 2020-09-30 13F PRUDENTIAL FINANCIAL Common Stock 744320102 14,283 796 5.90 934 17.48 0.1690
2020-08-13 2020-06-30 13F PRUDENTIAL FINANCIAL Common Stock 744320102 13,487 6,440 91.39 795 102.29 0.1699
2020-05-01 2020-03-31 13F/A-2 PRUDENTIAL FINANCIAL Common Stock 744320102 7,047 453 6.87 393 -37.52 0.0936
2020-04-27 2020-03-31 13F/A-1 PRUDENTIAL FINANCIAL Common Stock 744320102 393 -6,654 7 0.1111
2020-04-27 2020-03-31 13F PRUDENTIAL FINANCIAL Common Stock 744320102 6,594 0 629 129,148.8291
2020-02-13 2019-12-31 13F PRUDENTIAL FINANCIAL Common Stock 744320102 6,594 243 3.83 629 6.79 0.1296
2019-11-12 2019-09-30 13F PRUDENTIAL FINANCIAL Common Stock 744320102 6,351 542 9.33 589 0.68 0.1302
2019-08-15 2019-06-30 13F/A-1 PRUDENTIAL FINANCIAL Common Stock 744320102 5,809 -230 -3.81 585 -3.94 0.1370
2019-08-15 2019-06-30 13F PRUDENTIAL FINANCIAL Common Stock 744320102 6,039 0 609
2019-05-08 2019-03-31 13F PRUDENTIAL FINANCIAL Common Stock 744320102 6,039 -8 -0.13 609 7.22 0.1491
2019-02-20 2018-12-31 13F PRUDENTIAL FINANCIAL Common Stock 744320102 6,047 431 7.67 568 5.77 0.1504
2018-10-23 2018-09-30 13F PRUDENTIAL FINANCIAL Common Stock 744320102 5,616 -415 -6.88 537 -9.29 0.1470
2018-08-20 2018-06-30 13F PRUDENTIAL FINANCIAL Common Stock 744320102 6,031 150 2.55 592 0.17 0.1598
2018-06-11 2018-03-31 13F PRUDENTIAL FINANCIAL Common Stock 744320102 5,881 72 1.24 591 -4.83 0.1623
2018-02-15 2017-12-31 13F PRUDENTIAL FINANCIAL Common Stock 744320102 5,809 -1,197 -17.09 621 -21.49 0.1779
2017-11-06 2017-09-30 13F PRUDENTIAL FINANCIAL Common Stock 744320102 7,006 -19,222 -73.29 791 271.36 0.2453
2017-08-15 2017-06-30 13F PRUDENTIAL FINANCIAL Common Stock 744320102 26,228 0 0.00 213 0.00 0.0685
2017-08-07 2017-03-31 13F PRUDENTIAL FINANCIAL Common Stock 744320102 26,228 20,953 397.21 213 -64.50 0.0685
2017-03-02 2016-12-31 13F PRUDENTIAL FINANCIAL Common Stock 744320102 5,275 -100 -1.86 600 12.57 0.1932
2016-11-21 2016-09-30 13F PRUDENTIAL FINANCIAL Common Stock 744320102 5,375 -1,027 -16.04 533 7.46 0.1877
2016-08-10 2016-06-30 13F PRUDENTIAL FINANCIAL Common Stock 744320102 6,402 2,225 53.27 496 49.40 0.1739
2016-04-26 2016-03-31 13F PRUDENTIAL FINANCIAL Common Stock 744320102 4,177 -263 -5.92 332 7.10 0.2033
2016-01-26 2015-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 4,440 4,440 310 0.2039
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.