Avantax Advisory Services’s Prosperity Bancshares PB Stock Holding History

Avantax Advisory Services’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
2025 Q2	$582K	Buy	8,285 +731	+10%	+$50.3K	﹤0.01%	1496
2025 Q1	$539K	Buy	7,554 +273	+4%	+$20.7K	﹤0.01%	1460
2024 Q4	$549K	Buy	7,281 +2,263	+45%	+$175K	﹤0.01%	1383
2024 Q3	$362K	Sell	5,018 -390	-7%	-$27.3K	﹤0.01%	1627
2024 Q2	$331K	Buy	5,408 +84	+2%	+$5.18K	﹤0.01%	1630
2024 Q1	$350K	Sell	5,324 -63	-1%	-$4.02K	﹤0.01%	1220
2023 Q4	$365K	Hold	5,387	–	–	﹤0.01%	1137
2023 Q3	$294K	Buy	5,387 +1	+0%	+$58	﹤0.01%	1209
2023 Q2	$304K	Buy	5,386 +1	+0%	+$60	﹤0.01%	1179
2023 Q1	$331K	Hold	5,385	–	–	﹤0.01%	1100
2022 Q4	$391K	Buy	5,385 +1	+0%	+$72	0.01%	979
2022 Q3	$359K	Hold	5,384	–	–	0.01%	918
2022 Q2	$368K	Hold	5,384	–	–	0.01%	915
2022 Q1	$373K	Buy	5,384 +96	+2%	+$7.08K	0.01%	903
2021 Q4	$382K	Hold	5,288	–	–	0.01%	862
2021 Q3	$376K	Buy	+5,288	New	+$366K	0.01%	825
2020 Q4	–	Sell	-7,591	Closed	-$392K	–	1226
2020 Q3	$392K	Buy	+7,591	New	+$416K	0.01%	898

Other funds holding PB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Avantax Advisory Services's PB Position: Q2 2025 in Review

Avantax Advisory Services increased its Prosperity Bancshares (PB) stake by 9.7% in Q2 2025, buying an estimated $50.3K and bringing the position to 8,285 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

Avantax Advisory Services first reported a position in PB in Q3 2020 and has held it in 17 quarters since. 406 funds tracked by Wall St. Rank hold PB as of Q2 2025.

Avantax Advisory Services held 8,285 shares of Prosperity Bancshares worth $582K as of Q2 2025.
Avantax Advisory Services bought 731 Prosperity Bancshares shares in Q2 2025, an estimated $50.3K.
Prosperity Bancshares made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1496 holding.
Avantax Advisory Services first reported a position in Prosperity Bancshares in Q3 2020 and has held it in 17 quarters since.
406 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.