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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Beacon Pointe Advisors's PB Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Prosperity Bancshares (PB) stake by 141% in Q1 2026, buying an estimated $387K and bringing the position to 9,425 shares worth $633K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Beacon Pointe Advisors first reported a position in PB in Q1 2022 and has held it in 7 quarters since. 430 funds tracked by Wall St. Rank hold PB as of Q1 2026.

  • Beacon Pointe Advisors held 9,425 shares of Prosperity Bancshares worth $633K as of Q1 2026.
  • Beacon Pointe Advisors bought 5,515 Prosperity Bancshares shares in Q1 2026, an estimated $387K.
  • Prosperity Bancshares made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1193 holding.
  • Beacon Pointe Advisors first reported a position in Prosperity Bancshares in Q1 2022 and has held it in 7 quarters since.
  • 430 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.