Capstone Investment Advisors’s Prosperity Bancshares PB Stock Holding History

Capstone Investment 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 Q1	–	Sell	-3,849	Closed	-$266K	–	1791
2025 Q4	$266K	Buy	+3,849	New	+$260K	﹤0.01%	1409
2024 Q3	–	Sell	-4,458	Closed	-$273K	–	2121
2024 Q2	$273K	Sell	4,458 -7,735	-63%	-$477K	﹤0.01%	1628
2024 Q1	$802K	Buy	+12,193	New	+$777K	﹤0.01%	1275
2017 Q3	–	Sell	-52,300	Closed	-$3.36M	–	695
2017 Q2	$3.36M	Buy	52,300 +47,300	+946%	+$3.12M	0.09%	184
2017 Q1	$348K	Buy	+5,000	New	+$363K	0.01%	676
2016 Q2	–	Sell	-6,400	Closed	-$296K	–	816
2016 Q1	$296K	Sell	6,400 -4,700	-42%	-$199K	0.01%	524
2015 Q4	$531K	Buy	+11,100	New	+$571K	0.01%	336

Other funds holding PB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capstone Investment Advisors's PB Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Prosperity Bancshares (PB) in Q1 2026, closing a stake of 3,849 shares — an estimated $266K sold.

Capstone Investment Advisors first reported a position in PB in Q4 2015 and held it in 7 quarters. The position peaked at $3.36M in Q2 2017. 435 funds tracked by Wall St. Rank hold PB as of Q1 2026.

Capstone Investment Advisors reported no remaining Prosperity Bancshares position as of Q1 2026 after selling out during the quarter.
Capstone Investment Advisors sold 3,849 Prosperity Bancshares shares in Q1 2026, an estimated $266K.
Capstone Investment Advisors first reported a position in Prosperity Bancshares in Q4 2015 and held it in 7 quarters.
Capstone Investment Advisors's Prosperity Bancshares position peaked at $3.36M in Q2 2017.
435 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.