AssetMark Inc
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AssetMark Inc’s Prosperity Bancshares PB Stock Holding History

AssetMark Inc’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
Q3 		$55.5K Buy
838
+791
+1,683% +$57.1K ﹤0.01% 1842
2026
Q2 		$3.43K Buy
47
+1
+2% +$70 ﹤0.01% 2814
2026
Q1 		$3.09K Sell
46
-13
-22% -$911 ﹤0.01% 2723
2025
Q4 		$4.08K Buy
59
+26
+79% +$1.75K ﹤0.01% 2535
2025
Q3 		$2.19K Buy
33
+15
+83% +$1.03K ﹤0.01% 2606
2025
Q2 		$1.26K Buy
+18
New +$1.24K ﹤0.01% 2556
2020
Q2 		– Sell
-191
Closed -$9K – 1400
2020
Q1 		$9K Buy
+191
New +$12.4K ﹤0.01% 1008
2018
Q1 		– Sell
-14
Closed -$1K – 1828
2017
Q4 		$1K Buy
+14
New +$935 ﹤0.01% 1671

Other funds holding PB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc's PB Position: Q3 2026 in Review

AssetMark Inc increased its Prosperity Bancshares (PB) stake by 1,683% in Q3 2026, buying an estimated $57.1K and bringing the position to 838 shares worth $55.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

AssetMark Inc first reported a position in PB in Q4 2017 and has held it in 8 quarters since. 219 funds tracked by Wall St. Rank hold PB as of Q3 2026.

  • AssetMark Inc held 838 shares of Prosperity Bancshares worth $55.5K as of Q3 2026.
  • AssetMark Inc bought 791 Prosperity Bancshares shares in Q3 2026, an estimated $57.1K.
  • Prosperity Bancshares made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1842 holding.
  • AssetMark Inc first reported a position in Prosperity Bancshares in Q4 2017 and has held it in 8 quarters since.
  • 219 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.