AWM
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Arista Wealth Management’s Prosperity Bancshares PB Stock Holding History

Arista 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 		$249K Hold
3,411
– – 0.03% 242
2026
Q1 		$229K Buy
+3,411
New +$239K 0.03% 232

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State Street
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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

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

Arista Wealth Management held its Prosperity Bancshares (PB) position steady in Q2 2026 at 3,411 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #242.

Arista Wealth Management first reported a position in PB in Q1 2026 and has held it in 2 quarters since. 453 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Arista Wealth Management held 3,411 shares of Prosperity Bancshares worth $249K as of Q2 2026.
  • Arista Wealth Management left its Prosperity Bancshares share count unchanged in Q2 2026.
  • Prosperity Bancshares made up 0.03% of Arista Wealth Management's portfolio in Q2 2026, its #242 holding.
  • Arista Wealth Management first reported a position in Prosperity Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 453 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.