AWM
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Activest Wealth Management’s Prosperity Bancshares PB Stock Holding History

Activest Wealth Management’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 		$219 Sell
3
-85
-97% -$5.91K ﹤0.01% 1155
2026
Q1 		$5.91K Buy
88
+9
+11% +$631 ﹤0.01% 792
2025
Q4 		$5.46K Buy
+79
New +$5.33K ﹤0.01% 758
2025
Q3 		– Sell
-5
Closed -$344 – 1184
2025
Q2 		$351 Buy
+5
New +$344 ﹤0.01% 913

Other funds holding PB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Activest Wealth Management's PB Position: Q2 2026 in Review

Activest Wealth Management reduced its Prosperity Bancshares (PB) stake by 97% in Q2 2026, selling an estimated $5.91K and leaving 3 shares worth $219. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Activest Wealth Management first reported a position in PB in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.91K in Q1 2026. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Activest Wealth Management held 3 shares of Prosperity Bancshares worth $219 as of Q2 2026.
  • Activest Wealth Management sold 85 Prosperity Bancshares shares in Q2 2026, an estimated $5.91K.
  • Prosperity Bancshares made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1155 holding.
  • Activest Wealth Management first reported a position in Prosperity Bancshares in Q2 2025 and has held it in 4 quarters since.
  • Activest Wealth Management's Prosperity Bancshares position peaked at $5.91K in Q1 2026.
  • 456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.