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Concurrent Investment Advisors’s Prosperity Bancshares PB Stock Holding History

Concurrent Investment 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 		$312K Sell
4,279
-1,471
-26% -$102K ﹤0.01% 1668
2026
Q1 		$386K Buy
5,750
+838
+17% +$58.7K ﹤0.01% 1346
2025
Q4 		$339K Buy
+4,912
New +$331K ﹤0.01% 1324

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's PB Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Prosperity Bancshares (PB) stake by 26% in Q2 2026, selling an estimated $102K and leaving 4,279 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

Concurrent Investment Advisors first reported a position in PB in Q4 2025 and has held it in 3 quarters since. The position peaked at $386K in Q1 2026. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Concurrent Investment Advisors held 4,279 shares of Prosperity Bancshares worth $312K as of Q2 2026.
  • Concurrent Investment Advisors sold 1,471 Prosperity Bancshares shares in Q2 2026, an estimated $102K.
  • Prosperity Bancshares made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1668 holding.
  • Concurrent Investment Advisors first reported a position in Prosperity Bancshares in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Prosperity Bancshares position peaked at $386K in Q1 2026.
  • 456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.