AG
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Algert Global’s Prosperity Bancshares PB Stock Holding History

Algert Global’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
Q1 		– Sell
-36,519
Closed -$2.52M – 1290
2025
Q4 		$2.52M Hold
36,519
– – 0.04% 649
2025
Q3 		$2.42M Buy
36,519
+5,560
+18% +$382K 0.04% 631
2025
Q2 		$2.17M Hold
30,959
– – 0.05% 608
2025
Q1 		$2.21M Hold
30,959
– – 0.05% 572
2024
Q4 		$2.33M Buy
30,959
+8,704
+39% +$672K 0.05% 550
2024
Q3 		$1.6M Sell
22,255
-21,160
-49% -$1.48M 0.04% 630
2024
Q2 		$2.65M Buy
43,415
+9,415
+28% +$580K 0.09% 375
2024
Q1 		$2.24M Hold
34,000
– – 0.09% 379
2023
Q4 		$2.3M Buy
+34,000
New +$1.99M 0.09% 368
2022
Q1 		– Sell
-4,371
Closed -$316K – 1280
2021
Q4 		$316K Sell
4,371
-4,080
-48% -$302K 0.04% 708
2021
Q3 		$601K Buy
+8,451
New +$585K 0.08% 459

Other funds holding PB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return