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Clearstead Advisors’s Prosperity Bancshares PB Stock Holding History

Clearstead 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
2026
Q2 		$28.8K Sell
394
-3,662
-90% -$255K ﹤0.01% 1681
2026
Q1 		$272K Buy
4,056
+458
+13% +$32.1K ﹤0.01% 897
2025
Q4 		$249K Buy
3,598
+1,984
+123% +$134K ﹤0.01% 874
2025
Q3 		$107K Buy
1,614
+159
+11% +$10.9K ﹤0.01% 1034
2025
Q2 		$102K Buy
1,455
+362
+33% +$24.9K ﹤0.01% 1055
2025
Q1 		$78K Buy
1,093
+266
+32% +$20.1K ﹤0.01% 1052
2024
Q4 		$62.3K Hold
827
– – ﹤0.01% 1119
2024
Q3 		$59.6K Buy
827
+685
+482% +$47.9K ﹤0.01% 1166
2024
Q2 		$8.68K Buy
+142
New +$8.75K ﹤0.01% 1569

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

Clearstead Advisors's PB Position: Q2 2026 in Review

Clearstead Advisors reduced its Prosperity Bancshares (PB) stake by 90% in Q2 2026, selling an estimated $255K and leaving 394 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Clearstead Advisors first reported a position in PB in Q2 2024 and has held it in 9 quarters since. The position peaked at $272K in Q1 2026. 455 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Clearstead Advisors held 394 shares of Prosperity Bancshares worth $28.8K as of Q2 2026.
  • Clearstead Advisors sold 3,662 Prosperity Bancshares shares in Q2 2026, an estimated $255K.
  • Prosperity Bancshares made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1681 holding.
  • Clearstead Advisors first reported a position in Prosperity Bancshares in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's Prosperity Bancshares position peaked at $272K in Q1 2026.
  • 455 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.