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Coldstream Capital Management’s Prosperity Bancshares PB Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-413
Closed -$29.5K – 2673
2025
Q1 		$29.5K Buy
+413
New +$31.3K ﹤0.01% 1951
2020
Q1 		– Sell
-14,395
Closed -$1.03M – 343
2019
Q4 		$1.03M Buy
14,395
+376
+3% +$26.6K 0.08% 133
2019
Q3 		$990K Sell
14,019
-263
-2% -$17.7K 0.08% 145
2019
Q2 		$943K Sell
14,282
-100
-0.7% -$6.92K 0.08% 148
2019
Q1 		$993K Buy
+14,382
New +$1.03M 0.09% 139

Other funds holding PB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Coldstream Capital Management's PB Position: Q2 2025 in Review

Coldstream Capital Management sold out of Prosperity Bancshares (PB) in Q2 2025, closing a stake of 413 shares — an estimated $29.5K sold.

Coldstream Capital Management first reported a position in PB in Q1 2019 and held it in 5 quarters. The position peaked at $1.03M in Q4 2019. 406 funds tracked by Wall St. Rank hold PB as of Q2 2025.

  • Coldstream Capital Management reported no remaining Prosperity Bancshares position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 413 Prosperity Bancshares shares in Q2 2025, an estimated $29.5K.
  • Coldstream Capital Management first reported a position in Prosperity Bancshares in Q1 2019 and held it in 5 quarters.
  • Coldstream Capital Management's Prosperity Bancshares position peaked at $1.03M in Q4 2019.
  • 406 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.