CFM Wealth Partners’s Prosperity Bancshares PB Stock Holding History

CFM Wealth 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	$480K	Hold	6,571	–	–	0.06%	105
2026 Q1	$441K	Sell	6,571 -1,499	-19%	-$105K	0.07%	111
2025 Q4	$558K	Hold	8,070	–	–	0.08%	96
2025 Q3	$535K	Hold	8,070	–	–	0.08%	97
2025 Q2	$567K	Hold	8,070	–	–	0.09%	90
2025 Q1	$576K	Hold	8,070	–	–	0.1%	94
2024 Q4	$608K	Hold	8,070	–	–	0.1%	89
2024 Q3	$582K	Hold	8,070	–	–	0.1%	97
2024 Q2	$493K	Sell	8,070 -17	-0.2%	-$1.05K	0.09%	100
2024 Q1	$532K	Sell	8,087 -558	-6%	-$35.6K	0.11%	104
2023 Q4	$586K	Sell	8,645 -407	-4%	-$23.8K	0.13%	98
2023 Q3	$494K	Sell	9,052 -211	-2%	-$12.2K	0.13%	100
2023 Q2	$523K	Sell	9,263 -127	-1%	-$7.58K	0.13%	111
2023 Q1	$578K	Hold	9,390	–	–	0.16%	98
2022 Q4	$682K	Hold	9,390	–	–	0.2%	89
2022 Q3	$626K	Sell	9,390 -263	-3%	-$18.8K	0.2%	90
2022 Q2	$659K	Hold	9,653	–	–	0.2%	93
2022 Q1	$670K	Hold	9,653	–	–	0.16%	96
2021 Q4	$701K	Hold	9,653	–	–	0.16%	100
2021 Q3	$686K	Hold	9,653	–	–	0.17%	95
2021 Q2	$693K	Buy	9,653 +857	+10%	+$64K	0.18%	87
2021 Q1	$659K	Hold	8,796	–	–	0.2%	87
2020 Q4	$610K	Hold	8,796	–	–	0.19%	81
2020 Q3	$455K	Hold	8,796	–	–	0.17%	89
2020 Q2	$522K	Sell	8,796 -107	-1%	-$6.17K	0.2%	83
2020 Q1	$430K	Hold	8,903	–	–	0.2%	81
2019 Q4	$631K	Buy	+8,903	New	+$629K	0.23%	77

Other funds holding PB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CFM Wealth Partners's PB Position: Q2 2026 in Review

CFM Wealth Partners held its Prosperity Bancshares (PB) position steady in Q2 2026 at 6,571 shares worth $480K. The position accounts for 0.06% of the portfolio, ranked #105.

CFM Wealth Partners first reported a position in PB in Q4 2019 and has held it in 27 quarters since. The position peaked at $701K in Q4 2021. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.

CFM Wealth Partners held 6,571 shares of Prosperity Bancshares worth $480K as of Q2 2026.
CFM Wealth Partners left its Prosperity Bancshares share count unchanged in Q2 2026.
Prosperity Bancshares made up 0.06% of CFM Wealth Partners's portfolio in Q2 2026, its #105 holding.
CFM Wealth Partners first reported a position in Prosperity Bancshares in Q4 2019 and has held it in 27 quarters since.
CFM Wealth Partners's Prosperity Bancshares position peaked at $701K in Q4 2021.
456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.