Avion Wealth’s Prosperity Bancshares PB Stock Holding History

Avion Wealth’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 Q1	–	Sell	-15	Closed	-$1K	–	1509
2025 Q4	$1K	Buy	+15	New	+$1.01K	﹤0.01%	1104
2023 Q3	–	Sell	-8	Closed	–	–	1099
2023 Q2	$0	Buy	+8	New	+$478	﹤0.01%	960

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Avion Wealth's PB Position: Q1 2026 in Review

Avion Wealth sold out of Prosperity Bancshares (PB) in Q1 2026, closing a stake of 15 shares — an estimated $1K sold.

Avion Wealth first reported a position in PB in Q2 2023 and held it in 2 quarters. The position peaked at $1K in Q4 2025. 435 funds tracked by Wall St. Rank hold PB as of Q1 2026.

Avion Wealth reported no remaining Prosperity Bancshares position as of Q1 2026 after selling out during the quarter.
Avion Wealth sold 15 Prosperity Bancshares shares in Q1 2026, an estimated $1K.
Avion Wealth first reported a position in Prosperity Bancshares in Q2 2023 and held it in 2 quarters.
Avion Wealth's Prosperity Bancshares position peaked at $1K in Q4 2025.
435 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.