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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AssetMark Inc's PB Position: Q2 2026 in Review

AssetMark Inc increased its Prosperity Bancshares (PB) stake by 2.2% in Q2 2026, buying an estimated $70 and bringing the position to 47 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #2814.

AssetMark Inc first reported a position in PB in Q4 2017 and has held it in 7 quarters since. The position peaked at $9K in Q1 2020. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.

AssetMark Inc held 47 shares of Prosperity Bancshares worth $3.43K as of Q2 2026.
AssetMark Inc bought 1 Prosperity Bancshares share in Q2 2026, an estimated $70.
Prosperity Bancshares made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2814 holding.
AssetMark Inc first reported a position in Prosperity Bancshares in Q4 2017 and has held it in 7 quarters since.
AssetMark Inc's Prosperity Bancshares position peaked at $9K in Q1 2020.
456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.