保德信金融公司
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionSunbelt Securities, Inc.
Latest Disclosed Ownership10,331 shares
Latest Disclosed Value $ 1,009,205
Sunbelt Securities, Inc. reports 9.86% increase in ownership of PRU / Prudential Financial, Inc.

On May 16, 2026 - Sunbelt Securities, Inc. filed a 13F-HR form disclosing ownership of 10,331 shares of Prudential Financial, Inc. (MX:PRU) valued at $1,009,205 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 20, 2026 disclosing 9,404 shares of Prudential Financial, Inc.. This represents a change in shares of 9.86% 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)
2026-05-16 2026-03-31 13F PRUDENTIAL FINL INC COM Stock 744320102 10,331 927 9.86 1,009 -4.90 0.0637
2026-02-20 2025-12-31 13F PRUDENTIAL FINL INC COM Stock 744320102 9,404 -601 -6.01 1,062 2.31 0.0708
2025-11-19 2025-09-30 13F PRUDENTIAL FINL INC COM Stock 744320102 10,005 -4,561 -31.31 1,038 -39.92 0.0717
2025-08-14 2025-06-30 13F PRUDENTIAL FINL INC COM Stock 744320102 14,566 4,295 41.82 1,727 50.48 0.1524
2025-04-24 2025-03-31 13F PRUDENTIAL FINL INC COM Stock 744320102 10,271 -4,295 -29.49 1,147 -33.35 0.1024
2025-02-18 2024-12-31 13F PRUDENTIAL FINL INC COM Stock 744320102 14,566 -515 -3.41 1,721 -5.75 0.1516
2024-11-18 2024-09-30 13F PRUDENTIAL FINL INC COM Stock 744320102 15,081 -1,147 -7.07 1,826 -3.95 0.1791
2024-08-16 2024-06-30 13F PRUDENTIAL FINL INC COM Stock 744320102 16,228 3,804 30.62 1,902 30.38 0.1945
2024-04-15 2024-03-31 13F PRUDENTIAL FINL INC COM Stock 744320102 12,424 -581 -4.47 1,459 8.16 0.1627
2024-02-15 2023-12-31 13F PRUDENTIAL FINL INC COM Stock 744320102 13,005 -35 -0.27 1,349 8.97 0.1698
2023-12-11 2023-09-30 13F PRUDENTIAL FINL INC COM Stock 744320102 13,040 -996 -7.10 1,237 -0.08 0.1712
2023-08-16 2023-06-30 13F PRUDENTIAL FINL INC COM Stock 744320102 14,036 -351 -2.44 1,238 5.27 0.1781
2023-05-17 2023-03-31 13F PRUDENTIAL FINL INC COM Stock 744320102 14,387 -131 -0.90 1,176 -18.50 0.1891
2023-02-08 2022-12-31 13F PRUDENTIAL FINL COM 744320102 14,518 320 2.25 1,444 18.47 0.2821
2022-11-21 2022-09-30 13F PRUDENTIAL FINL COM 744320102 14,198 -456 -3.11 1,218 -13.12 0.2575
2022-10-03 2022-06-30 13F PRUDENTIAL FINL COM 744320102 14,654 -270 -1.81 1,402 -21.89 0.2965
2022-05-16 2022-03-31 13F PRUDENTIAL FINL COM 744320102 14,924 -6,982 -31.87 1,795 -32.47 0.3286
2022-02-14 2021-12-31 13F PRUDENTIAL FINL COM 744320102 21,906 -3,672 -14.36 2,658 5.27 0.4318
2021-11-15 2021-09-30 13F PRUDENTIAL FINL COM 744320102 25,578 0 0.00 2,525 0.00 0.4539
2021-07-29 2021-06-30 13F PRUDENTIAL FINL COM 744320102 25,578 793 3.20 2,525 11.82 0.4545
2021-05-27 2021-03-31 13F PRUDENTIAL FINL COM 744320102 24,785 22,674 1,074.09 2,258 4,508.16 0.4448
2020-02-14 2019-12-31 13F PRUDENTIAL FINL COM 744320102 2,111 2,111 49 0.0195
2017-05-05 2017-03-31 13F PRUDENTIAL FINL COM 744320102 0 -248 -100.00 0 -100.00
2017-02-13 2016-12-31 13F PRUDENTIAL FINL COM 744320102 248 248 0.00 26 0.0316
2016-11-14 2016-09-30 13F PRUDENTIAL FINL COM 744320102 0 -246 -100.00 0 -100.00
2016-08-11 2016-06-30 13F PRUDENTIAL FINL COM 744320102 246 1 0.41 18 0.00 0.0184
2016-05-11 2016-03-31 13F PRUDENTIAL FINL COM 744320102 245 -40 -14.04 18 -26.09 0.0206
2016-02-11 2015-12-31 13F PRUDENTIAL FINL COM 744320102 285 1 0.35 23 9.52 0.0260
2015-11-12 2015-09-30 13F PRUDENTIAL FINL COM 744320102 284 -55 -16.22 22 -27.59 0.0229
2015-08-13 2015-06-30 13F PRUDENTIAL FINL COM 744320102 339 1 0.30 30 7.41 0.0316
2015-05-19 2015-03-31 13F/A-1 PRUDENTIAL FINL COM 744320102 338 338 27 0.0313
2015-05-14 2015-03-31 13F PRUDENTIAL FINL COM 744320102 338 27
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.