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AE Wealth Management’s Prosperity Bancshares PB Stock Holding History

AE 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 		$692K Buy
9,476
+1,395
+17% +$97K ﹤0.01% 1066
2026
Q1 		$543K Buy
8,081
+1,445
+22% +$101K ﹤0.01% 1073
2025
Q4 		$459K Buy
6,636
+1,886
+40% +$127K ﹤0.01% 1095
2025
Q3 		$315K Buy
4,750
+110
+2% +$7.56K ﹤0.01% 1168
2025
Q2 		$326K Buy
4,640
+172
+4% +$11.8K ﹤0.01% 1085
2025
Q1 		$319K Buy
+4,468
New +$338K ﹤0.01% 1059

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

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

AE Wealth Management increased its Prosperity Bancshares (PB) stake by 17% in Q2 2026, buying an estimated $97K and bringing the position to 9,476 shares worth $692K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

AE Wealth Management first reported a position in PB in Q1 2025 and has held it in 6 quarters since. 455 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • AE Wealth Management held 9,476 shares of Prosperity Bancshares worth $692K as of Q2 2026.
  • AE Wealth Management bought 1,395 Prosperity Bancshares shares in Q2 2026, an estimated $97K.
  • Prosperity Bancshares made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1066 holding.
  • AE Wealth Management first reported a position in Prosperity Bancshares in Q1 2025 and has held it in 6 quarters since.
  • 455 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.