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Capital Performance Advisors’s Prosperity Bancshares PB Stock Holding History

Capital Performance 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 		– Sell
-3,639
Closed -$244K – 447
2026
Q1 		$244K Buy
3,639
+213
+6% +$14.9K 0.02% 378
2025
Q4 		$237K Buy
+3,426
New +$231K 0.02% 373
2024
Q4 		– Sell
-187
Closed -$13.5K – 1930
2024
Q3 		$13.5K Buy
+187
New +$13.1K ﹤0.01% 722

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 Performance Advisors's PB Position: Q2 2026 in Review

Capital Performance Advisors sold out of Prosperity Bancshares (PB) in Q2 2026, closing a stake of 3,639 shares — an estimated $244K sold.

Capital Performance Advisors first reported a position in PB in Q3 2024 and held it in 3 quarters. The position peaked at $244K in Q1 2026. 453 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Capital Performance Advisors reported no remaining Prosperity Bancshares position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 3,639 Prosperity Bancshares shares in Q2 2026, an estimated $244K.
  • Capital Performance Advisors first reported a position in Prosperity Bancshares in Q3 2024 and held it in 3 quarters.
  • Capital Performance Advisors's Prosperity Bancshares position peaked at $244K in Q1 2026.
  • 453 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

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