Capital Advisors Ltd’s Prosperity Bancshares PB Stock Holding History

Capital Advisors Ltd’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 Q3	$11K	Buy	173 +121	+233%	+$8.73K	﹤0.01%	872
2026 Q2	$4K	Hold	52	–	–	﹤0.01%	1012
2026 Q1	$3K	Hold	52	–	–	﹤0.01%	1052
2025 Q4	$4K	Buy	52 +23	+79%	+$1.55K	﹤0.01%	984
2025 Q3	$2K	Hold	29	–	–	﹤0.01%	1083
2025 Q2	$2K	Sell	29 -11	-28%	-$758	﹤0.01%	1088
2025 Q1	$3K	Hold	40	–	–	﹤0.01%	996
2024 Q4	$3K	Hold	40	–	–	﹤0.01%	1018
2024 Q3	$3K	Hold	40	–	–	﹤0.01%	1010
2024 Q2	$2K	Hold	40	–	–	﹤0.01%	1077
2024 Q1	$3K	Sell	40 -1	-2%	-$64	﹤0.01%	989
2023 Q4	$3K	Buy	41 +40	+4,000%	+$2.34K	﹤0.01%	953
2023 Q3	$0	Buy	+1	New	+$58	﹤0.01%	1428
2023 Q1	–	Sell	-5	Closed	–	–	1466
2022 Q4	$0	Sell	5 -12	-71%	-$866	﹤0.01%	1530
2022 Q3	$1K	Buy	+17	New	+$1.21K	﹤0.01%	1086
2022 Q2	–	Sell	-4	Closed	–	–	1234
2022 Q1	$0	Buy	+4	New	+$295	﹤0.01%	1134

Other funds holding PB

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Opinicus Capital Tampa, Florida $186M AUM 30.42% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Capital Advisors Ltd's PB Position: Q3 2026 in Review

Capital Advisors Ltd increased its Prosperity Bancshares (PB) stake by 233% in Q3 2026, buying an estimated $8.73K and bringing the position to 173 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Capital Advisors Ltd first reported a position in PB in Q1 2022 and has held it in 16 quarters since. 122 funds tracked by Wall St. Rank hold PB as of Q3 2026.

Capital Advisors Ltd held 173 shares of Prosperity Bancshares worth $11K as of Q3 2026.
Capital Advisors Ltd bought 121 Prosperity Bancshares shares in Q3 2026, an estimated $8.73K.
Prosperity Bancshares made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #872 holding.
Capital Advisors Ltd first reported a position in Prosperity Bancshares in Q1 2022 and has held it in 16 quarters since.
122 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.