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Coppell Advisory Solutions’s Prosperity Bancshares PB Stock Holding History

Coppell Advisory Solutions’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
-6
Closed -$451 – 1405
2024
Q4 		$451 Hold
6
– – ﹤0.01% 1769
2024
Q3 		$425 Hold
6
– – ﹤0.01% 1670
2024
Q2 		$367 Buy
+6
New +$370 ﹤0.01% 1609
2023
Q4 		$1.15K Buy
17
+6
+55% +$351 ﹤0.01% 1390
2023
Q3 		$799 Hold
11
– – ﹤0.01% 958
2023
Q2 		$628 Buy
+11
New +$657 ﹤0.01% 1207
2023
Q1 		– Sell
-11
Closed -$799 – 799
2022
Q4 		$799 Buy
+11
New +$794 ﹤0.01% 960

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Coppell Advisory Solutions's PB Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Prosperity Bancshares (PB) in Q1 2025, closing a stake of 6 shares — an estimated $451 sold.

Coppell Advisory Solutions first reported a position in PB in Q4 2022 and held it in 7 quarters. The position peaked at $1.15K in Q4 2023. 388 funds tracked by Wall St. Rank hold PB as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Prosperity Bancshares position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 6 Prosperity Bancshares shares in Q1 2025, an estimated $451.
  • Coppell Advisory Solutions first reported a position in Prosperity Bancshares in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Prosperity Bancshares position peaked at $1.15K in Q4 2023.
  • 388 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.