Beacon Pointe Advisors’s Prosperity Bancshares PB Stock Holding History

Beacon Pointe Advisors’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	$400K	Sell	5,476 -3,949	-42%	-$275K	﹤0.01%	1442
2026 Q1	$633K	Buy	9,425 +5,515	+141%	+$387K	﹤0.01%	1193
2025 Q4	$270K	Buy	3,910 +5	+0.1%	+$337	﹤0.01%	1315
2025 Q3	$259K	Buy	+3,905	New	+$268K	﹤0.01%	1234
2023 Q1	–	Sell	-3,649	Closed	-$265K	–	1189
2022 Q4	$265K	Sell	3,649 -901	-20%	-$65K	0.01%	906
2022 Q3	$304K	Sell	4,550 -1,790	-28%	-$128K	0.01%	795
2022 Q2	$434K	Buy	6,340 +156	+3%	+$10.7K	0.01%	693
2022 Q1	$429K	Buy	+6,184	New	+$456K	0.01%	851

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

Beacon Pointe Advisors's PB Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Prosperity Bancshares (PB) stake by 42% in Q2 2026, selling an estimated $275K and leaving 5,476 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

Beacon Pointe Advisors first reported a position in PB in Q1 2022 and has held it in 8 quarters since. The position peaked at $633K in Q1 2026. 455 funds tracked by Wall St. Rank hold PB as of Q2 2026.

Beacon Pointe Advisors held 5,476 shares of Prosperity Bancshares worth $400K as of Q2 2026.
Beacon Pointe Advisors sold 3,949 Prosperity Bancshares shares in Q2 2026, an estimated $275K.
Prosperity Bancshares made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1442 holding.
Beacon Pointe Advisors first reported a position in Prosperity Bancshares in Q1 2022 and has held it in 8 quarters since.
Beacon Pointe Advisors's Prosperity Bancshares position peaked at $633K in Q1 2026.
455 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.