CFO
PB icon

Callan Family Office’s Prosperity Bancshares PB Stock Holding History

Callan Family Office’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 		$478K Buy
6,547
+1,526
+30% +$106K 0.01% 834
2026
Q1 		$337K Buy
5,021
+143
+3% +$10K 0.01% 886
2025
Q4 		$337K Buy
+4,878
New +$329K 0.01% 893

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

Callan Family Office's PB Position: Q2 2026 in Review

Callan Family Office increased its Prosperity Bancshares (PB) stake by 30% in Q2 2026, buying an estimated $106K and bringing the position to 6,547 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #834.

Callan Family Office first reported a position in PB in Q4 2025 and has held it in 3 quarters since. 453 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Callan Family Office held 6,547 shares of Prosperity Bancshares worth $478K as of Q2 2026.
  • Callan Family Office bought 1,526 Prosperity Bancshares shares in Q2 2026, an estimated $106K.
  • Prosperity Bancshares made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #834 holding.
  • Callan Family Office first reported a position in Prosperity Bancshares in Q4 2025 and has held it in 3 quarters since.
  • 453 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.