BFEC
PB icon

Benjamin F. Edwards & Company’s Prosperity Bancshares PB Stock Holding History

Benjamin F. Edwards & Company’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
2023
Q2 		– Sell
-21,024
Closed -$1.29M – 1823
2023
Q1 		$1.29M Buy
21,024
+954
+5% +$67.9K 0.05% 293
2022
Q4 		$1.46M Buy
20,070
+287
+1% +$20.7K 0.07% 268
2022
Q3 		$1.32M Sell
19,783
-1,921
-9% -$137K 0.07% 265
2022
Q2 		$1.48M Buy
21,704
+347
+2% +$23.8K 0.07% 259
2022
Q1 		$1.48M Buy
21,357
+1,095
+5% +$80.7K 0.07% 281
2021
Q4 		$1.47M Buy
20,262
+343
+2% +$25.4K 0.07% 277
2021
Q3 		$1.42M Sell
19,919
-9
-0% -$623 0.07% 269
2021
Q2 		$1.43M Buy
19,928
+290
+1% +$21.7K 0.07% 274
2021
Q1 		$1.47M Sell
19,638
-540
-3% -$39.5K 0.08% 255
2020
Q4 		$1.4M Sell
20,178
-2,418
-11% -$148K 0.08% 252
2020
Q3 		$1.17M Buy
22,596
+3,418
+18% +$187K 0.08% 253
2020
Q2 		$1.14M Buy
19,178
+214
+1% +$12.3K 0.08% 238
2020
Q1 		$915K Sell
18,964
-1,041
-5% -$67.8K 0.08% 241
2019
Q4 		$1.44M Buy
20,005
+656
+3% +$46.3K 0.1% 212
2019
Q3 		$1.37M Buy
19,349
+1,902
+11% +$128K 0.11% 203
2019
Q2 		$1.15M Sell
17,447
-859
-5% -$59.4K 0.1% 216
2019
Q1 		$1.26M Sell
18,306
-48
-0.3% -$3.42K 0.11% 188
2018
Q4 		$1.14M Buy
18,354
+15,150
+473% +$999K 0.12% 184
2018
Q3 		$222K Buy
+3,204
New +$231K 0.02% 507

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Benjamin F. Edwards & Company's PB Position: Q2 2023 in Review

Benjamin F. Edwards & Company sold out of Prosperity Bancshares (PB) in Q2 2023, closing a stake of 21,024 shares — an estimated $1.29M sold.

Benjamin F. Edwards & Company first reported a position in PB in Q3 2018 and held it in 19 quarters. The position peaked at $1.48M in Q2 2022. 307 funds tracked by Wall St. Rank hold PB as of Q2 2023.

  • Benjamin F. Edwards & Company reported no remaining Prosperity Bancshares position as of Q2 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 21,024 Prosperity Bancshares shares in Q2 2023, an estimated $1.29M.
  • Benjamin F. Edwards & Company first reported a position in Prosperity Bancshares in Q3 2018 and held it in 19 quarters.
  • Benjamin F. Edwards & Company's Prosperity Bancshares position peaked at $1.48M in Q2 2022.
  • 307 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2023, filed 15 Aug 2023.