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Caerus Investment Advisors’s Prosperity Bancshares PB Stock Holding History

Caerus Investment 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 		$287K Buy
3,925
+498
+15% +$34.6K 0.1% 216
2026
Q1 		$230K Sell
3,427
-633
-16% -$44.4K 0.1% 214
2025
Q4 		$281K Buy
+4,060
New +$274K 0.09% 240

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 $3.37T AUM 44.26% 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

Caerus Investment Advisors's PB Position: Q2 2026 in Review

Caerus Investment Advisors increased its Prosperity Bancshares (PB) stake by 15% in Q2 2026, buying an estimated $34.6K and bringing the position to 3,925 shares worth $287K. The position accounts for 0.1% of the portfolio, ranked #216.

Caerus Investment Advisors first reported a position in PB in Q4 2025 and has held it in 3 quarters since. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Caerus Investment Advisors held 3,925 shares of Prosperity Bancshares worth $287K as of Q2 2026.
  • Caerus Investment Advisors bought 498 Prosperity Bancshares shares in Q2 2026, an estimated $34.6K.
  • Prosperity Bancshares made up 0.1% of Caerus Investment Advisors's portfolio in Q2 2026, its #216 holding.
  • Caerus Investment Advisors first reported a position in Prosperity Bancshares in Q4 2025 and has held it in 3 quarters since.
  • 456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.