CFFP
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Center for Financial Planning’s Prosperity Bancshares PB Stock Holding History

Center for Financial Planning’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
2024
Q2 		– Sell
-75
Closed -$4.93K – 618
2024
Q1 		$4.93K Buy
+75
New +$4.78K ﹤0.01% 475
2020
Q2 		– Sell
-129
Closed -$6K – 534
2020
Q1 		$6K Buy
+129
New +$8.4K ﹤0.01% 392

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Center for Financial Planning's PB Position: Q2 2024 in Review

Center for Financial Planning sold out of Prosperity Bancshares (PB) in Q2 2024, closing a stake of 75 shares — an estimated $4.93K sold.

Center for Financial Planning first reported a position in PB in Q1 2020 and held it in 2 quarters. The position peaked at $6K in Q1 2020. 332 funds tracked by Wall St. Rank hold PB as of Q2 2024.

  • Center for Financial Planning reported no remaining Prosperity Bancshares position as of Q2 2024 after selling out during the quarter.
  • Center for Financial Planning sold 75 Prosperity Bancshares shares in Q2 2024, an estimated $4.93K.
  • Center for Financial Planning first reported a position in Prosperity Bancshares in Q1 2020 and held it in 2 quarters.
  • Center for Financial Planning's Prosperity Bancshares position peaked at $6K in Q1 2020.
  • 332 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2024.

Based on Center for Financial Planning's 13F filing for Q2 2024, filed 18 Jul 2024.