CI Investments Inc
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CI Investments Inc’s Prosperity Bancshares PB Stock Holding History

CI Investments Inc’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
2025
Q4 		– Sell
-849
Closed -$56K – 1082
2025
Q3 		$56K Sell
849
-380
-31% -$26.1K ﹤0.01% 1000
2025
Q2 		$86K Sell
1,229
-287
-19% -$19.8K ﹤0.01% 940
2025
Q1 		$108K Buy
1,516
+25
+2% +$1.89K ﹤0.01% 887
2024
Q4 		$112K Hold
1,491
– – ﹤0.01% 909
2024
Q3 		$107K Buy
1,491
+194
+15% +$13.6K ﹤0.01% 841
2024
Q2 		$79K Sell
1,297
-301
-19% -$18.6K ﹤0.01% 887
2024
Q1 		$105K Buy
1,598
+551
+53% +$35.1K ﹤0.01% 884
2023
Q4 		$71K Buy
1,047
+163
+18% +$9.53K ﹤0.01% 913
2023
Q3 		$48K Buy
884
+9
+1% +$522 ﹤0.01% 973
2023
Q2 		$49K Buy
875
+79
+10% +$4.72K ﹤0.01% 955
2023
Q1 		$49K Buy
796
+63
+9% +$4.49K ﹤0.01% 903
2022
Q4 		$53K Sell
733
-60
-8% -$4.33K ﹤0.01% 917
2022
Q3 		$53K Sell
793
-42
-5% -$3K ﹤0.01% 822
2022
Q2 		$57K Sell
835
-644
-44% -$44.2K ﹤0.01% 807
2022
Q1 		$103K Hold
1,479
– – ﹤0.01% 857
2021
Q4 		$107K Sell
1,479
-241
-14% -$17.8K ﹤0.01% 886
2021
Q3 		$122K Buy
1,720
+125
+8% +$8.65K ﹤0.01% 826
2021
Q2 		$115K Buy
1,595
+583
+58% +$43.6K ﹤0.01% 840
2021
Q1 		$76K Buy
1,012
+16
+2% +$1.17K ﹤0.01% 822
2020
Q4 		$69K Buy
996
+171
+21% +$10.5K ﹤0.01% 789
2020
Q3 		$43K Buy
+825
New +$45.2K ﹤0.01% 742

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

CI Investments Inc's PB Position: Q4 2025 in Review

CI Investments Inc sold out of Prosperity Bancshares (PB) in Q4 2025, closing a stake of 849 shares — an estimated $56K sold.

CI Investments Inc first reported a position in PB in Q3 2020 and held it in 21 quarters. The position peaked at $122K in Q3 2021. 418 funds tracked by Wall St. Rank hold PB as of Q4 2025.

  • CI Investments Inc reported no remaining Prosperity Bancshares position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 849 Prosperity Bancshares shares in Q4 2025, an estimated $56K.
  • CI Investments Inc first reported a position in Prosperity Bancshares in Q3 2020 and held it in 21 quarters.
  • CI Investments Inc's Prosperity Bancshares position peaked at $122K in Q3 2021.
  • 418 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.