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Advisors Asset Management’s Prosperity Bancshares PB Stock Holding History

Advisors Asset 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 		$620K Sell
8,492
-478
-5% -$33.2K 0.01% 945
2026
Q1 		$603K Sell
8,970
-2,518
-22% -$177K 0.01% 925
2025
Q4 		$794K Sell
11,488
-291
-2% -$19.6K 0.01% 851
2025
Q3 		$782K Buy
11,779
+73
+0.6% +$5.02K 0.01% 864
2025
Q2 		$822K Buy
11,706
+2,406
+26% +$166K 0.01% 825
2025
Q1 		$664K Buy
9,300
+2,460
+36% +$186K 0.01% 864
2024
Q4 		$515K Buy
6,840
+1,998
+41% +$154K 0.01% 921
2024
Q3 		$349K Buy
4,842
+1,849
+62% +$129K 0.01% 1011
2024
Q2 		$183K Buy
2,993
+1,110
+59% +$68.4K ﹤0.01% 1128
2024
Q1 		$124K Buy
+1,883
New +$120K ﹤0.01% 1190
2017
Q1 		– Sell
-1,700
Closed -$122K – 1694
2016
Q4 		$122K Buy
1,700
+100
+6% +$6.25K ﹤0.01% 1466
2016
Q3 		$88K Sell
1,600
-100
-6% -$5.3K ﹤0.01% 1543
2016
Q2 		$87K Hold
1,700
– – ﹤0.01% 1541
2016
Q1 		$79K Sell
1,700
-100
-6% -$4.23K ﹤0.01% 1517
2015
Q4 		$86K Sell
1,800
-2,096
-54% -$108K ﹤0.01% 1592
2015
Q3 		$191K Sell
3,896
-2,113
-35% -$112K ﹤0.01% 1385
2015
Q2 		$347K Sell
6,009
-1,746
-23% -$95K ﹤0.01% 1234
2015
Q1 		$407K Sell
7,755
-1,201
-13% -$61K 0.01% 1157
2014
Q4 		$496K Sell
8,956
-1,239
-12% -$70.2K 0.01% 1071
2014
Q3 		$583K Buy
10,195
+2,596
+34% +$155K 0.01% 980
2014
Q2 		$476K Buy
7,599
+2,209
+41% +$134K 0.01% 1059
2014
Q1 		$357K Buy
5,390
+1,610
+43% +$102K 0.01% 1099
2013
Q4 		$240K Buy
3,780
+1,222
+48% +$77.1K ﹤0.01% 1160
2013
Q3 		$158K Buy
2,558
+1,158
+83% +$68.7K ﹤0.01% 1211
2013
Q2 		$73K Buy
+1,400
New +$67.3K ﹤0.01% 1407

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

Advisors Asset Management's PB Position: Q2 2026 in Review

Advisors Asset Management reduced its Prosperity Bancshares (PB) stake by 5.3% in Q2 2026, selling an estimated $33.2K and leaving 8,492 shares worth $620K. The position accounts for 0.01% of the portfolio, ranked #945.

Advisors Asset Management first reported a position in PB in Q2 2013 and has held it in 25 quarters since. The position peaked at $822K in Q2 2025. 453 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Advisors Asset Management held 8,492 shares of Prosperity Bancshares worth $620K as of Q2 2026.
  • Advisors Asset Management sold 478 Prosperity Bancshares shares in Q2 2026, an estimated $33.2K.
  • Prosperity Bancshares made up 0.01% of Advisors Asset Management's portfolio in Q2 2026, its #945 holding.
  • Advisors Asset Management first reported a position in Prosperity Bancshares in Q2 2013 and has held it in 25 quarters since.
  • Advisors Asset Management's Prosperity Bancshares position peaked at $822K in Q2 2025.
  • 453 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.