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CBIZ Investment Advisory Services’s Prosperity Bancshares PB Stock Holding History

CBIZ Investment Advisory Services’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
2025
Q3 		– Sell
-3
Closed -$212 – 755
2025
Q2 		$212 Buy
+3
New +$207 ﹤0.01% 684

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CBIZ Investment Advisory Services's PB Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of Prosperity Bancshares (PB) in Q3 2025, closing a stake of 3 shares — an estimated $212 sold.

CBIZ Investment Advisory Services first reported a position in PB in Q2 2025 and held it in 1 quarter. The position peaked at $212 in Q2 2025. 399 funds tracked by Wall St. Rank hold PB as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining Prosperity Bancshares position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 3 Prosperity Bancshares shares in Q3 2025, an estimated $212.
  • CBIZ Investment Advisory Services first reported a position in Prosperity Bancshares in Q2 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Prosperity Bancshares position peaked at $212 in Q2 2025.
  • 399 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.