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Allworth Financial’s Prosperity Bancshares PB Stock Holding History

Allworth Financial’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 		$534K Buy
7,306
+1,236
+20% +$86K ﹤0.01% 955
2026
Q1 		$408K Buy
6,070
+2,804
+86% +$197K ﹤0.01% 1039
2025
Q4 		$226K Buy
3,266
+1,137
+53% +$76.7K ﹤0.01% 1287
2025
Q3 		$141K Buy
2,129
+792
+59% +$54.4K ﹤0.01% 1476
2025
Q2 		$93.9K Buy
1,337
+1,206
+921% +$83.1K ﹤0.01% 1578
2025
Q1 		$8.86K Buy
131
+69
+111% +$5.22K ﹤0.01% 2476
2024
Q4 		$4.88K Buy
62
+19
+44% +$1.47K ﹤0.01% 2775
2024
Q3 		$3.1K Buy
43
+13
+43% +$908 ﹤0.01% 2770
2024
Q2 		$2.04K Buy
30
+5
+20% +$308 ﹤0.01% 2913
2024
Q1 		$1.65K Sell
25
-2
-7% -$128 ﹤0.01% 2888
2023
Q4 		$1.83K Sell
27
-32
-54% -$1.87K ﹤0.01% 2710
2023
Q3 		$3.22K Buy
59
+52
+743% +$3.02K ﹤0.01% 2319
2023
Q2 		$396 Sell
7
-201
-97% -$12K ﹤0.01% 2937
2023
Q1 		$12.8K Buy
208
+201
+2,871% +$14.3K ﹤0.01% 1708
2022
Q4 		$509 Hold
7
– – ﹤0.01% 2625
2022
Q3 		$0 Hold
7
– – ﹤0.01% 2985
2022
Q2 		$0 Hold
7
– – ﹤0.01% 2690
2022
Q1 		$0 Hold
7
– – ﹤0.01% 2306
2021
Q4 		$1K Hold
7
– – ﹤0.01% 1846
2021
Q3 		$0 Buy
+7
New +$484 ﹤0.01% 1952
2020
Q3 		– Sell
-86
Closed -$5K – 1243
2020
Q2 		$5K Hold
86
– – ﹤0.01% 871
2020
Q1 		$4K Buy
+86
New +$5.6K ﹤0.01% 932

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 $3.38T AUM 44.17% 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

Allworth Financial's PB Position: Q2 2026 in Review

Allworth Financial increased its Prosperity Bancshares (PB) stake by 20% in Q2 2026, buying an estimated $86K and bringing the position to 7,306 shares worth $534K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Allworth Financial first reported a position in PB in Q1 2020 and has held it in 22 quarters since. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Allworth Financial held 7,306 shares of Prosperity Bancshares worth $534K as of Q2 2026.
  • Allworth Financial bought 1,236 Prosperity Bancshares shares in Q2 2026, an estimated $86K.
  • Prosperity Bancshares made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #955 holding.
  • Allworth Financial first reported a position in Prosperity Bancshares in Q1 2020 and has held it in 22 quarters since.
  • 456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.