Cerity Partners
PB icon

Cerity Partners’s Prosperity Bancshares PB Stock Holding History

Cerity Partners’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 		$14.2M Buy
194,177
+13,866
+8% +$964K 0.02% 604
2026
Q1 		$12.1M Buy
180,311
+26,976
+18% +$1.89M 0.02% 609
2025
Q4 		$10.6M Buy
153,335
+95,450
+165% +$6.44M 0.02% 614
2025
Q3 		$3.84M Buy
57,885
+38,723
+202% +$2.66M 0.01% 992
2025
Q2 		$1.35M Buy
19,162
+12,958
+209% +$892K ﹤0.01% 1390
2025
Q1 		$443K Buy
6,204
+119
+2% +$9.01K ﹤0.01% 1839
2024
Q4 		$451K Sell
6,085
-197
-3% -$15.2K ﹤0.01% 1823
2024
Q3 		$453K Buy
6,282
+1,157
+23% +$80.8K ﹤0.01% 1826
2024
Q2 		$313K Sell
5,125
-480
-9% -$29.6K ﹤0.01% 1795
2024
Q1 		$369K Buy
+5,605
New +$357K ﹤0.01% 1751

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

Cerity Partners's PB Position: Q2 2026 in Review

Cerity Partners increased its Prosperity Bancshares (PB) stake by 7.7% in Q2 2026, buying an estimated $964K and bringing the position to 194,177 shares worth $14.2M. The position accounts for 0.02% of the portfolio, ranked #604.

Cerity Partners first reported a position in PB in Q1 2024 and has held it in 10 quarters since. 455 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Cerity Partners held 194,177 shares of Prosperity Bancshares worth $14.2M as of Q2 2026.
  • Cerity Partners bought 13,866 Prosperity Bancshares shares in Q2 2026, an estimated $964K.
  • Prosperity Bancshares made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #604 holding.
  • Cerity Partners first reported a position in Prosperity Bancshares in Q1 2024 and has held it in 10 quarters since.
  • 455 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.