AFC
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Ares Financial Consulting’s Prosperity Bancshares PB Stock Holding History

Ares Financial Consulting’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 		$16.3K Hold
223
– – 0.01% 467
2026
Q1 		$15K Buy
+223
New +$15.6K 0.01% 456

Other funds holding PB

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
OC
Opinicus Capital Tampa, Florida $187M AUM 39.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

Ares Financial Consulting's PB Position: Q2 2026 in Review

Ares Financial Consulting held its Prosperity Bancshares (PB) position steady in Q2 2026 at 223 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #467.

Ares Financial Consulting first reported a position in PB in Q1 2026 and has held it in 2 quarters since. 185 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Ares Financial Consulting held 223 shares of Prosperity Bancshares worth $16.3K as of Q2 2026.
  • Ares Financial Consulting left its Prosperity Bancshares share count unchanged in Q2 2026.
  • Prosperity Bancshares made up 0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #467 holding.
  • Ares Financial Consulting first reported a position in Prosperity Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 185 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.