保德信金融公司
US ˙ NYSE ˙ US7443201022

SecurityPRU / Prudential Financial, Inc.
InstitutionRiverview Trust Co
Latest Disclosed Ownership150 shares
Latest Disclosed Value $ 14,654
Riverview Trust Co ownership in PRU / Prudential Financial, Inc.

On May 1, 2026 - Riverview Trust Co filed a 13F-HR form disclosing ownership of 150 shares of Prudential Financial, Inc. (US:PRU) valued at $14,654 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 150 shares of Prudential Financial, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $15,498 USD.

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)
2026-05-01 2026-03-31 13F Prudential Financial Com 744320102 150 0 0.00 15 -12.50 0.0127
2026-01-26 2025-12-31 13F Prudential Financial Com 744320102 150 0 0.00 17 6.67 0.0204
2025-10-22 2025-09-30 13F Prudential Financial Com 744320102 150 0 0.00 16 -6.25 0.0188
2025-07-21 2025-06-30 13F Prudential Financial Com 744320102 150 -164 -52.23 16 -54.29 0.0201
2025-04-11 2025-03-31 13F Prudential Financial Com 744320102 314 -9 -2.79 35 -7.89 0.0346
2025-02-06 2024-12-31 13F Prudential Financial Com 744320102 323 0 0.00 38 -2.56 0.0348
2024-10-18 2024-09-30 13F Prudential Financial Com 744320102 323 9 2.87 39 8.33 0.0343
2024-07-16 2024-06-30 13F Prudential Financial Com 744320102 314 0 0.00 37 0.00 0.0349
2024-04-12 2024-03-31 13F Prudential Financial Com 744320102 314 314 37 0.0284
2024-01-24 2023-12-31 13F Prudential Financial Com 744320102 0 -314 -100.00 0 -100.00
2023-10-17 2023-09-30 13F Prudential Financial Com 744320102 314 0 0.00 30 7.41 0.0264
2023-07-18 2023-06-30 13F Prudential Financial Com 744320102 314 164 109.33 28 125.00 0.0251
2023-04-20 2023-03-31 13F Prudential Financial Com 744320102 150 0 0.00 12 0.0114
2023-01-26 2022-12-31 13F Prudential Financial Com 744320102 150 -145 -49.15 0 -100.00 0.0142
2022-10-27 2022-09-30 13F Prudential Financial Com 744320102 295 -917 -75.66 25 -78.45 0.0242
2022-07-27 2022-06-30 13F Prudential Financial Com 744320102 1,212 512 73.14 116 39.76 0.1011
2022-04-21 2022-03-31 13F Prudential Financial Com 744320102 700 373 114.07 83 137.14 0.0616
2022-01-19 2021-12-31 13F Prudential Financial Com 744320102 327 0 0.00 35 2.94 0.0205
2021-10-14 2021-09-30 13F Prudential Financial Com 744320102 327 0 0.00 34 0.00 0.0360
2021-07-16 2021-06-30 13F Prudential Financial Com 744320102 327 0 0.00 34 13.33 0.0359
2021-04-19 2021-03-31 13F Prudential Financial Com 744320102 327 0 0.00 30 15.38 0.0335
2021-01-22 2020-12-31 13F Prudential Financial Com 744320102 327 0 0.00 26 23.81 0.0287
2020-10-15 2020-09-30 13F Prudential Financial Com 744320102 327 -87 -21.01 21 -16.00 0.0241
2020-07-08 2020-06-30 13F Prudential Financial Com 744320102 414 150 56.82 25 78.57 0.0242
2020-04-15 2020-03-31 13F/A-1 Prudential Financial Com 744320102 264 -1,553 -85.47 14 -91.76 0.0134
2020-04-15 2020-03-31 13F Prudential Financial Com 744320102 1,817 0 170 90,697.6248
2020-01-10 2019-12-31 13F Prudential Financial Com 744320102 1,817 0 0.00 170 4.29 0.1144
2019-10-16 2019-09-30 13F Prudential Financial Com 744320102 1,817 0 0.00 163 -11.41 0.1135
2019-07-12 2019-06-30 13F Prudential Financial Com 744320102 1,817 0 0.00 184 10.18 0.1293
2019-04-10 2019-03-31 13F Prudential Financial Com 744320102 1,817 0 0.00 167 12.84 0.1262
2019-02-11 2018-12-31 13F Prudential Financial COM 744320102 1,817 1,817 148 0.1158
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.