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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
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

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

Capital Advisors Ltd's PB Position: Q2 2026 in Review

Capital Advisors Ltd held its Prosperity Bancshares (PB) position steady in Q2 2026 at 52 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Capital Advisors Ltd first reported a position in PB in Q1 2022 and has held it in 15 quarters since. 455 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Capital Advisors Ltd held 52 shares of Prosperity Bancshares worth $4K as of Q2 2026.
  • Capital Advisors Ltd left its Prosperity Bancshares share count unchanged in Q2 2026.
  • Prosperity Bancshares made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1012 holding.
  • Capital Advisors Ltd first reported a position in Prosperity Bancshares in Q1 2022 and has held it in 15 quarters since.
  • 455 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.