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Carolina Wealth Advisors’s Prosperity Bancshares PB Stock Holding History

Carolina Wealth 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 		$5.48K Hold
75
– – ﹤0.01% 231
2026
Q1 		$5.04K Hold
75
– – ﹤0.01% 226
2025
Q4 		$5.18K Buy
+75
New +$5.06K ﹤0.01% 201

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

Carolina Wealth Advisors's PB Position: Q2 2026 in Review

Carolina Wealth Advisors held its Prosperity Bancshares (PB) position steady in Q2 2026 at 75 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Carolina Wealth Advisors first reported a position in PB in Q4 2025 and has held it in 3 quarters since. 455 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Carolina Wealth Advisors held 75 shares of Prosperity Bancshares worth $5.48K as of Q2 2026.
  • Carolina Wealth Advisors left its Prosperity Bancshares share count unchanged in Q2 2026.
  • Prosperity Bancshares made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #231 holding.
  • Carolina Wealth Advisors first reported a position in Prosperity Bancshares in Q4 2025 and has held it in 3 quarters since.
  • 455 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.