Belpointe Asset Management’s Prosperity Bancshares PB Stock Holding History

Belpointe 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	$223K	Sell	3,057 -245	-7%	-$17K	0.01%	1025
2026 Q1	$222K	Sell	3,302 -163	-5%	-$11.4K	0.01%	974
2025 Q4	$240K	Sell	3,465 -156	-4%	-$10.5K	0.01%	903
2025 Q3	$240K	Buy	3,621 +176	+5%	+$12.1K	0.01%	864
2025 Q2	$242K	Buy	3,445 +348	+11%	+$24K	0.01%	816
2025 Q1	$221K	Sell	3,097 -126	-4%	-$9.54K	0.01%	832
2024 Q4	$237K	Buy	3,223 +4	+0.1%	+$309	0.01%	745
2024 Q3	$232K	Buy	+3,219	New	+$225K	0.01%	752
2023 Q2	–	Sell	-2,619	Closed	-$161K	–	2501
2023 Q1	$161K	Buy	2,619 +865	+49%	+$61.6K	0.01%	1042
2022 Q4	$127K	Buy	1,754 +238	+16%	+$17.2K	0.01%	1113
2022 Q3	$101K	Buy	+1,516	New	+$108K	0.01%	1150
2022 Q2	–	Sell	-1,626	Closed	-$113K	–	1225
2022 Q1	$113K	Buy	+1,626	New	+$120K	0.01%	1160

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

Belpointe Asset Management's PB Position: Q2 2026 in Review

Belpointe Asset Management reduced its Prosperity Bancshares (PB) stake by 7.4% in Q2 2026, selling an estimated $17K and leaving 3,057 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #1025.

Belpointe Asset Management first reported a position in PB in Q1 2022 and has held it in 12 quarters since. The position peaked at $242K in Q2 2025. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.

Belpointe Asset Management held 3,057 shares of Prosperity Bancshares worth $223K as of Q2 2026.
Belpointe Asset Management sold 245 Prosperity Bancshares shares in Q2 2026, an estimated $17K.
Prosperity Bancshares made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1025 holding.
Belpointe Asset Management first reported a position in Prosperity Bancshares in Q1 2022 and has held it in 12 quarters since.
Belpointe Asset Management's Prosperity Bancshares position peaked at $242K in Q2 2025.
456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.