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Atria Investments’s Prosperity Bancshares PB Stock Holding History

Atria Investments’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 		$276K Sell
3,778
-703
-16% -$48.9K ﹤0.01% 1908
2026
Q1 		$301K Sell
4,481
-2,997
-40% -$210K ﹤0.01% 1755
2025
Q4 		$517K Buy
7,478
+3,421
+84% +$231K 0.01% 1423
2025
Q3 		$269K Sell
4,057
-6,313
-61% -$434K ﹤0.01% 1775
2025
Q2 		$728K Buy
10,370
+2,807
+37% +$193K 0.01% 1213
2025
Q1 		$540K Buy
7,563
+4,573
+153% +$346K 0.01% 1318
2024
Q4 		$225K Buy
+2,990
New +$231K ﹤0.01% 1731

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

Atria Investments's PB Position: Q2 2026 in Review

Atria Investments reduced its Prosperity Bancshares (PB) stake by 16% in Q2 2026, selling an estimated $48.9K and leaving 3,778 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

Atria Investments first reported a position in PB in Q4 2024 and has held it in 7 quarters since. The position peaked at $728K in Q2 2025. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Atria Investments held 3,778 shares of Prosperity Bancshares worth $276K as of Q2 2026.
  • Atria Investments sold 703 Prosperity Bancshares shares in Q2 2026, an estimated $48.9K.
  • Prosperity Bancshares made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1908 holding.
  • Atria Investments first reported a position in Prosperity Bancshares in Q4 2024 and has held it in 7 quarters since.
  • Atria Investments's Prosperity Bancshares position peaked at $728K in Q2 2025.
  • 456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.