Centerpoint Advisors’s Prosperity Bancshares PB Stock Holding History

Centerpoint 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	$18K	Hold	267	–	–	0.01%	262
2025 Q4	$18K	Hold	267	–	–	0.01%	273
2025 Q3	$18K	Sell	267 -3	-1%	-$206	0.01%	275
2025 Q2	$19K	Hold	270	–	–	0.01%	256
2025 Q1	$19K	Hold	270	–	–	0.01%	252
2024 Q4	$20K	Hold	270	–	–	0.01%	267
2024 Q3	$19K	Hold	270	–	–	0.01%	285
2024 Q2	$17K	Sell	270 -1	-0.4%	-$62	0.01%	287
2024 Q1	$18K	Buy	271 +55	+25%	+$3.51K	0.01%	267
2023 Q4	$15K	Hold	216	–	–	0.01%	297
2023 Q3	$12K	Sell	216 -3	-1%	-$174	0.01%	322
2023 Q2	$12K	Hold	219	–	–	﹤0.01%	328
2023 Q1	$13K	Hold	219	–	–	0.01%	337
2022 Q4	$16K	Buy	+219	New	+$15.8K	0.01%	239

Other funds holding PB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return