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Annis Gardner Whiting Capital Advisors’s Prosperity Bancshares PB Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-426
Closed -$28.6K – 985
2026
Q1 		$28.6K Sell
426
-2
-0.5% -$140 ﹤0.01% 669
2025
Q4 		$29.6K Sell
428
-204
-32% -$13.8K 0.01% 595
2025
Q3 		$41.9K Buy
+632
New +$43.4K 0.01% 522

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

Annis Gardner Whiting Capital Advisors's PB Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Prosperity Bancshares (PB) in Q2 2026, closing a stake of 426 shares — an estimated $28.6K sold.

Annis Gardner Whiting Capital Advisors first reported a position in PB in Q3 2025 and held it in 3 quarters. The position peaked at $41.9K in Q3 2025. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Prosperity Bancshares position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 426 Prosperity Bancshares shares in Q2 2026, an estimated $28.6K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Prosperity Bancshares in Q3 2025 and held it in 3 quarters.
  • Annis Gardner Whiting Capital Advisors's Prosperity Bancshares position peaked at $41.9K in Q3 2025.
  • 456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.