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Bay Harbor Wealth Management’s Prosperity Bancshares PB Stock Holding History

Bay Harbor 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 		$1.32K Buy
18
+2
+13% +$139 ﹤0.01% 769
2026
Q1 		$1.08K Buy
16
+4
+33% +$280 ﹤0.01% 747
2025
Q4 		$834 Buy
12
+5
+71% +$337 ﹤0.01% 687
2025
Q3 		$467 Buy
7
+2
+40% +$137 ﹤0.01% 755
2025
Q2 		$354 Buy
5
+3
+150% +$207 ﹤0.01% 749
2025
Q1 		$143 Buy
+2
New +$151 ﹤0.01% 785

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 $3.37T AUM 44.26% 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

Bay Harbor Wealth Management's PB Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Prosperity Bancshares (PB) stake by 13% in Q2 2026, buying an estimated $139 and bringing the position to 18 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Bay Harbor Wealth Management first reported a position in PB in Q1 2025 and has held it in 6 quarters since. 455 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Bay Harbor Wealth Management held 18 shares of Prosperity Bancshares worth $1.32K as of Q2 2026.
  • Bay Harbor Wealth Management bought 2 Prosperity Bancshares shares in Q2 2026, an estimated $139.
  • Prosperity Bancshares made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #769 holding.
  • Bay Harbor Wealth Management first reported a position in Prosperity Bancshares in Q1 2025 and has held it in 6 quarters since.
  • 455 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.