Baker Avenue Asset Management’s Prosperity Bancshares PB Stock Holding History

Baker Avenue Asset Management’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	$577K	Buy	7,896 +2,018	+34%	+$140K	0.01%	450
2026 Q1	$395K	Buy	+5,878	New	+$412K	0.01%	506
2023 Q4	–	Sell	-9	Closed	-$491	–	1165
2023 Q3	$491	Buy	+9	New	+$522	﹤0.01%	1457
2023 Q2	–	Sell	-7	Closed	-$431	–	1717
2023 Q1	$431	Buy	+7	New	+$498	﹤0.01%	1494

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

Baker Avenue Asset Management's PB Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Prosperity Bancshares (PB) stake by 34% in Q2 2026, buying an estimated $140K and bringing the position to 7,896 shares worth $577K. The position accounts for 0.01% of the portfolio, ranked #450.

Baker Avenue Asset Management first reported a position in PB in Q1 2023 and has held it in 4 quarters since. 455 funds tracked by Wall St. Rank hold PB as of Q2 2026.

Baker Avenue Asset Management held 7,896 shares of Prosperity Bancshares worth $577K as of Q2 2026.
Baker Avenue Asset Management bought 2,018 Prosperity Bancshares shares in Q2 2026, an estimated $140K.
Prosperity Bancshares made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #450 holding.
Baker Avenue Asset Management first reported a position in Prosperity Bancshares in Q1 2023 and has held it in 4 quarters since.
455 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.