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Bogart Wealth LLC’s Prosperity Bancshares PB Stock Holding History

Bogart Wealth LLC’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 		$15.9K Buy
218
+108
+98% +$7.51K ﹤0.01% 863
2026
Q1 		$7.37K Buy
110
+13
+13% +$911 ﹤0.01% 965
2025
Q4 		$6.69K Buy
97
+1
+1% +$67 ﹤0.01% 939
2025
Q3 		$6.37K Buy
96
+1
+1% +$69 ﹤0.01% 925
2025
Q2 		$6.69K Buy
95
+1
+1% +$69 ﹤0.01% 879
2025
Q1 		$6.74K Hold
94
– – ﹤0.01% 847
2024
Q4 		$7.06K Buy
94
+1
+1% +$77 ﹤0.01% 810
2024
Q3 		$6.7K Buy
93
+1
+1% +$70 ﹤0.01% 774
2024
Q2 		$5.63K Buy
92
+1
+1% +$62 ﹤0.01% 763
2024
Q1 		$6.01K Buy
+91
New +$5.8K ﹤0.01% 732

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's PB Position: Q2 2026 in Review

Bogart Wealth LLC increased its Prosperity Bancshares (PB) stake by 98% in Q2 2026, buying an estimated $7.51K and bringing the position to 218 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Bogart Wealth LLC first reported a position in PB in Q1 2024 and has held it in 10 quarters since. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Bogart Wealth LLC held 218 shares of Prosperity Bancshares worth $15.9K as of Q2 2026.
  • Bogart Wealth LLC bought 108 Prosperity Bancshares shares in Q2 2026, an estimated $7.51K.
  • Prosperity Bancshares made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #863 holding.
  • Bogart Wealth LLC first reported a position in Prosperity Bancshares in Q1 2024 and has held it in 10 quarters since.
  • 456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.