Action Point Financial Planning’s Prosperity Bancshares PB Stock Holding History

Action Point Financial Planning’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 Q2	$4.82K	Buy	+68	New	+$4.73K	﹤0.01%	1839

Other funds holding PB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Action Point Financial Planning's PB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Prosperity Bancshares (PB) in Q2 2026: 68 shares worth $4.82K. The stake represents ﹤0.01% of the portfolio and ranks #1839 among its holdings.

451 funds tracked by Wall St. Rank hold PB as of Q2 2026.

Action Point Financial Planning held 68 shares of Prosperity Bancshares worth $4.82K as of Q2 2026.
Prosperity Bancshares was a new Action Point Financial Planning position in Q2 2026.
Prosperity Bancshares made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1839 holding.
451 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.