Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Prosperity Bancshares PB Stock Holding History

Carson Wealth (CWM LLC)’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 		$8.77M Buy
130,471
+40,306
+45% +$2.83M 0.02% 599
2025
Q4 		$6.23M Buy
90,165
+18,180
+25% +$1.23M 0.02% 696
2025
Q3 		$4.78M Buy
71,985
+42,601
+145% +$2.93M 0.01% 736
2025
Q2 		$2.06M Buy
29,384
+12,302
+72% +$847K 0.01% 935
2025
Q1 		$1.22M Buy
17,082
+1,032
+6% +$78.1K ﹤0.01% 1037
2024
Q4 		$1.21M Buy
16,050
+8,247
+106% +$637K 0.01% 985
2024
Q3 		$562K Buy
7,803
+1,766
+29% +$123K ﹤0.01% 1274
2024
Q2 		$369K Sell
6,037
-459
-7% -$28.3K ﹤0.01% 1306
2024
Q1 		$427K Buy
6,496
+1,641
+34% +$105K ﹤0.01% 1193
2023
Q4 		$329K Buy
4,855
+84
+2% +$4.91K ﹤0.01% 1218
2023
Q3 		$260K Sell
4,771
-17
-0.4% -$987 ﹤0.01% 1207
2023
Q2 		$270K Buy
4,788
+507
+12% +$30.3K ﹤0.01% 1152
2023
Q1 		$263K Buy
4,281
+233
+6% +$16.6K ﹤0.01% 1098
2022
Q4 		$294K Hold
4,048
– – ﹤0.01% 960
2022
Q3 		$270K Hold
4,048
– – ﹤0.01% 946
2022
Q2 		$276K Buy
4,048
+27
+0.7% +$1.85K ﹤0.01% 920
2022
Q1 		$279K Buy
+4,021
New +$296K ﹤0.01% 911
2019
Q1 		– Sell
-9
Closed -$1K – 3189
2018
Q4 		$1K Hold
9
– – ﹤0.01% 1959
2018
Q3 		$1K Hold
9
– – ﹤0.01% 1719
2018
Q2 		$1K Hold
9
– – ﹤0.01% 1565
2018
Q1 		$1K Hold
9
– – ﹤0.01% 1307
2017
Q4 		$1K Hold
9
– – ﹤0.01% 1382
2017
Q3 		$1K Hold
9
– – ﹤0.01% 1400
2017
Q2 		$1K Hold
9
– – ﹤0.01% 1118
2017
Q1 		$1K Buy
+9
New +$653 ﹤0.01% 1085

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 $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Carson Wealth (CWM LLC)'s PB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Prosperity Bancshares (PB) stake by 45% in Q1 2026, buying an estimated $2.83M and bringing the position to 130,471 shares worth $8.77M. The position accounts for 0.02% of the portfolio, ranked #599.

Carson Wealth (CWM LLC) first reported a position in PB in Q1 2017 and has held it in 25 quarters since. 435 funds tracked by Wall St. Rank hold PB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 130,471 shares of Prosperity Bancshares worth $8.77M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 40,306 Prosperity Bancshares shares in Q1 2026, an estimated $2.83M.
  • Prosperity Bancshares made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #599 holding.
  • Carson Wealth (CWM LLC) first reported a position in Prosperity Bancshares in Q1 2017 and has held it in 25 quarters since.
  • 435 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.