Claris Advisors’s Prosperity Bancshares PB Stock Holding History

Claris 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
2024 Q4	–	Sell	-7	Closed	-$504	–	843
2024 Q3	$504	Buy	+7	New	+$489	﹤0.01%	641

Other funds holding PB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Claris Advisors's PB Position: Q4 2024 in Review

Claris Advisors sold out of Prosperity Bancshares (PB) in Q4 2024, closing a stake of 7 shares — an estimated $504 sold.

Claris Advisors first reported a position in PB in Q3 2024 and held it in 1 quarter. The position peaked at $504 in Q3 2024. 368 funds tracked by Wall St. Rank hold PB as of Q4 2024.

Claris Advisors reported no remaining Prosperity Bancshares position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 7 Prosperity Bancshares shares in Q4 2024, an estimated $504.
Claris Advisors first reported a position in Prosperity Bancshares in Q3 2024 and held it in 1 quarter.
Claris Advisors's Prosperity Bancshares position peaked at $504 in Q3 2024.
368 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.