Bartlett & Co Wealth Management’s Prosperity Bancshares PB Stock Holding History

Bartlett & Co Wealth 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	$147	Hold	2	–	–	﹤0.01%	1301
2026 Q1	$137	Buy	+2	New	+$140	﹤0.01%	1246
2022 Q4	–	Sell	-1,050	Closed	-$70.6K	–	1177
2022 Q3	$70.6K	Hold	1,050	–	–	﹤0.01%	509
2022 Q2	$72.2K	Hold	1,050	–	–	﹤0.01%	516
2022 Q1	$73.4K	Buy	+1,050	New	+$77.4K	﹤0.01%	528
2021 Q4	–	Sell	-1,050	Closed	-$75.2K	–	736
2021 Q3	$75.2K	Hold	1,050	–	–	﹤0.01%	456
2021 Q2	$75.9K	Hold	1,050	–	–	﹤0.01%	449
2021 Q1	$79.1K	Hold	1,050	–	–	﹤0.01%	460
2020 Q4	$73.3K	Hold	1,050	–	–	﹤0.01%	473
2020 Q3	$54.9K	Hold	1,050	–	–	﹤0.01%	485
2020 Q2	$62.8K	Hold	1,050	–	–	﹤0.01%	454
2020 Q1	$51.1K	Hold	1,050	–	–	﹤0.01%	455
2019 Q4	$76K	Hold	1,050	–	–	﹤0.01%	451
2019 Q3	$74.6K	Hold	1,050	–	–	﹤0.01%	436
2019 Q2	$69.8K	Hold	1,050	–	–	﹤0.01%	374
2019 Q1	$72.9K	Hold	1,050	–	–	﹤0.01%	359
2018 Q4	$65.4K	Hold	1,050	–	–	﹤0.01%	365
2018 Q3	$73.2K	Hold	1,050	–	–	﹤0.01%	377
2018 Q2	$72.2K	Hold	1,050	–	–	﹤0.01%	376
2018 Q1	$76.6K	Buy	+1,050	New	+$78.7K	﹤0.01%	373

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

Bartlett & Co Wealth Management's PB Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Prosperity Bancshares (PB) position steady in Q2 2026 at 2 shares worth $147. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Bartlett & Co Wealth Management first reported a position in PB in Q1 2018 and has held it in 20 quarters since. The position peaked at $79.1K in Q1 2021. 455 funds tracked by Wall St. Rank hold PB as of Q2 2026.

Bartlett & Co Wealth Management held 2 shares of Prosperity Bancshares worth $147 as of Q2 2026.
Bartlett & Co Wealth Management left its Prosperity Bancshares share count unchanged in Q2 2026.
Prosperity Bancshares made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1301 holding.
Bartlett & Co Wealth Management first reported a position in Prosperity Bancshares in Q1 2018 and has held it in 20 quarters since.
Bartlett & Co Wealth Management's Prosperity Bancshares position peaked at $79.1K in Q1 2021.
455 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.