CG
PB icon

CFO4Life Group’s Prosperity Bancshares PB Stock Holding History

CFO4Life Group’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 		$1.31M Sell
17,922
-10,922
-38% -$760K 0.18% 68
2026
Q1 		$1.94M Sell
28,844
-358
-1% -$25.1K 0.3% 53
2025
Q4 		$2.02M Buy
29,202
+106
+0.4% +$7.15K 0.29% 54
2025
Q3 		$1.93M Buy
29,096
+2
+0% +$137 0.28% 55
2025
Q2 		$2.04M Buy
29,094
+53
+0.2% +$3.65K 0.32% 50
2025
Q1 		$2.07M Sell
29,041
-8
-0% -$606 0.35% 49
2024
Q4 		$2.19M Sell
29,049
-1,199
-4% -$92.6K 0.38% 41
2024
Q3 		$2.18M Buy
30,248
+21
+0.1% +$1.47K 0.39% 39
2024
Q2 		$1.85M Buy
30,227
+48
+0.2% +$2.96K 0.35% 43
2024
Q1 		$1.99M Buy
30,179
+40
+0.1% +$2.55K 0.36% 41
2023
Q4 		$2.04M Buy
30,139
+44
+0.1% +$2.57K 0.39% 42
2023
Q3 		$1.64M Buy
30,095
+280
+0.9% +$16.2K 0.38% 37
2023
Q2 		$1.68M Buy
29,815
+193
+0.7% +$11.5K 0.36% 38
2023
Q1 		$1.82M Sell
29,622
-350
-1% -$24.9K 0.41% 36
2022
Q4 		$2.18M Sell
29,972
-1,191
-4% -$86K 0.46% 42
2022
Q3 		$2.08M Hold
31,163
– – 0.55% 32
2022
Q2 		$2.12M Buy
31,163
+97
+0.3% +$6.66K 0.53% 36
2022
Q1 		$2.15M Buy
31,066
+174
+0.6% +$12.8K 0.45% 37
2021
Q4 		$2.23M Sell
30,892
-310
-1% -$22.9K 0.46% 35
2021
Q3 		$2.22M Buy
31,202
+167
+0.5% +$11.6K 0.52% 33
2021
Q2 		$2.23M Buy
31,035
+159
+0.5% +$11.9K 0.51% 35
2021
Q1 		$2.31M Sell
30,876
-436
-1% -$31.9K 0.57% 32
2020
Q4 		$2.17M Sell
31,312
-6,280
-17% -$385K 0.62% 30
2020
Q3 		$1.95M Sell
37,592
-2,112
-5% -$116K 0.66% 26
2020
Q2 		$2.36M Sell
39,704
-819
-2% -$47.3K 0.91% 24
2020
Q1 		$1.96M Buy
40,523
+4,487
+12% +$292K 1.05% 21
2019
Q4 		$2.59M Buy
+36,036
New +$2.55M 1.1% 22

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

CFO4Life Group's PB Position: Q2 2026 in Review

CFO4Life Group reduced its Prosperity Bancshares (PB) stake by 38% in Q2 2026, selling an estimated $760K and leaving 17,922 shares worth $1.31M. The position accounts for 0.18% of the portfolio, ranked #68.

CFO4Life Group first reported a position in PB in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.59M in Q4 2019. 454 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • CFO4Life Group held 17,922 shares of Prosperity Bancshares worth $1.31M as of Q2 2026.
  • CFO4Life Group sold 10,922 Prosperity Bancshares shares in Q2 2026, an estimated $760K.
  • Prosperity Bancshares made up 0.18% of CFO4Life Group's portfolio in Q2 2026, its #68 holding.
  • CFO4Life Group first reported a position in Prosperity Bancshares in Q4 2019 and has held it in 27 quarters since.
  • CFO4Life Group's Prosperity Bancshares position peaked at $2.59M in Q4 2019.
  • 454 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.