Superior Planning, LLC’s Prosperity Bancshares PB Stock Holding History

Superior Planning, LLC’s Portfolio PB Stock Details PB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.57K	Buy	+69	New	+$4.98K	﹤0.01%	1233

Other funds holding PB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Superior Planning, LLC's PB Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Prosperity Bancshares (PB) in Q3 2026: 69 shares worth $4.57K. The stake represents ﹤0.01% of the portfolio and ranks #1233 among its holdings.

334 funds tracked by Wall St. Rank hold PB as of Q3 2026.

Superior Planning, LLC held 69 shares of Prosperity Bancshares worth $4.57K as of Q3 2026.
Prosperity Bancshares was a new Superior Planning, LLC position in Q3 2026.
Prosperity Bancshares made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1233 holding.
334 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.