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Callahan Advisors’s Prosperity Bancshares PB Stock Holding History

Callahan 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
2023
Q2 		– Sell
-4,870
Closed -$300K – 139
2023
Q1 		$300K Hold
4,870
– – 0.04% 124
2022
Q4 		$354K Hold
4,870
– – 0.05% 118
2022
Q3 		$325K Sell
4,870
-62
-1% -$4.43K 0.05% 122
2022
Q2 		$337K Sell
4,932
-380
-7% -$26.1K 0.04% 125
2022
Q1 		$369K Buy
+5,312
New +$392K 0.04% 129

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

Callahan Advisors's PB Position: Q2 2023 in Review

Callahan Advisors sold out of Prosperity Bancshares (PB) in Q2 2023, closing a stake of 4,870 shares — an estimated $300K sold.

Callahan Advisors first reported a position in PB in Q1 2022 and held it in 5 quarters. The position peaked at $369K in Q1 2022. 307 funds tracked by Wall St. Rank hold PB as of Q2 2023.

  • Callahan Advisors reported no remaining Prosperity Bancshares position as of Q2 2023 after selling out during the quarter.
  • Callahan Advisors sold 4,870 Prosperity Bancshares shares in Q2 2023, an estimated $300K.
  • Callahan Advisors first reported a position in Prosperity Bancshares in Q1 2022 and held it in 5 quarters.
  • Callahan Advisors's Prosperity Bancshares position peaked at $369K in Q1 2022.
  • 307 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2023.

Based on Callahan Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.