Concourse Financial Group Securities’s Prosperity Bancshares PB Stock Holding History

Concourse Financial Group Securities’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	-4	Closed	-$315	–	1467
2024 Q4	$315	Hold	4	–	–	﹤0.01%	2177
2024 Q3	$290	Hold	4	–	–	﹤0.01%	2170
2024 Q2	$246	Sell	4 -8	-67%	-$493	﹤0.01%	2246
2024 Q1	$796	Hold	12	–	–	﹤0.01%	2167
2023 Q4	$819	Sell	12 -10	-45%	-$585	﹤0.01%	2137
2023 Q3	$1.21K	Buy	22 +4	+22%	+$232	﹤0.01%	2079
2023 Q2	$1.03K	Hold	18	–	–	﹤0.01%	2129
2023 Q1	$1.11K	Buy	+18	New	+$1.28K	﹤0.01%	2152

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 $315B AUM 27.84% 1-Year Est. Return

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

Concourse Financial Group Securities's PB Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Prosperity Bancshares (PB) in Q1 2025, closing a stake of 4 shares — an estimated $315 sold.

Concourse Financial Group Securities first reported a position in PB in Q1 2023 and held it in 8 quarters. The position peaked at $1.21K in Q3 2023. 388 funds tracked by Wall St. Rank hold PB as of Q1 2025.

Concourse Financial Group Securities reported no remaining Prosperity Bancshares position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 4 Prosperity Bancshares shares in Q1 2025, an estimated $315.
Concourse Financial Group Securities first reported a position in Prosperity Bancshares in Q1 2023 and held it in 8 quarters.
Concourse Financial Group Securities's Prosperity Bancshares position peaked at $1.21K in Q3 2023.
388 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.