Colonial Trust’s Prosperity Bancshares PB Stock Holding History

Colonial Trust’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 Q1	–	Sell	-146	Closed	-$11K	–	1272
2024 Q4	$11K	Buy	+146	New	+$11.3K	﹤0.01%	924

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

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

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

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

Colonial Trust's PB Position: Q1 2025 in Review

Colonial Trust sold out of Prosperity Bancshares (PB) in Q1 2025, closing a stake of 146 shares — an estimated $11K sold.

Colonial Trust first reported a position in PB in Q4 2024 and held it in 1 quarter. The position peaked at $11K in Q4 2024. 388 funds tracked by Wall St. Rank hold PB as of Q1 2025.

Colonial Trust reported no remaining Prosperity Bancshares position as of Q1 2025 after selling out during the quarter.
Colonial Trust sold 146 Prosperity Bancshares shares in Q1 2025, an estimated $11K.
Colonial Trust first reported a position in Prosperity Bancshares in Q4 2024 and held it in 1 quarter.
Colonial Trust's Prosperity Bancshares position peaked at $11K in Q4 2024.
388 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2025.

Based on Colonial Trust's 13F filing for Q1 2025, filed 14 May 2025.