Corient Private Wealth
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Corient Private Wealth’s Prosperity Bancshares PB Stock Holding History

Corient Private Wealth’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 		$2.16M Buy
29,432
+5,351
+22% +$372K ﹤0.01% 1351
2026
Q1 		$1.62M Sell
24,081
-65
-0.3% -$4.56K ﹤0.01% 1377
2025
Q4 		$1.67M Sell
24,146
-1,096
-4% -$73.9K ﹤0.01% 1239
2025
Q3 		$1.68M Sell
25,242
-5,965
-19% -$410K ﹤0.01% 1148
2025
Q2 		$2.2M Sell
31,207
-17,260
-36% -$1.19M ﹤0.01% 1002
2025
Q1 		$3.46M Sell
48,467
-8,039
-14% -$609K 0.01% 795
2024
Q4 		$4.26M Buy
56,506
+8,082
+17% +$624K 0.01% 748
2024
Q3 		$3.49M Sell
48,424
-10,594
-18% -$740K 0.01% 867
2024
Q2 		$3.61M Sell
59,018
-7,836
-12% -$483K 0.01% 805
2024
Q1 		$4.4M Buy
66,854
+17,322
+35% +$1.1M 0.01% 739
2023
Q4 		$3.36M Sell
49,532
-27,643
-36% -$1.62M 0.01% 812
2023
Q3 		$4.22M Sell
77,175
-1,106
-1% -$64.2K 0.01% 673
2023
Q2 		$4.43M Buy
78,281
+69,706
+813% +$4.16M 0.01% 662
2023
Q1 		$532K Buy
+8,575
New +$610K ﹤0.01% 1354

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 $3.37T AUM 44.26% 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

Corient Private Wealth's PB Position: Q2 2026 in Review

Corient Private Wealth increased its Prosperity Bancshares (PB) stake by 22% in Q2 2026, buying an estimated $372K and bringing the position to 29,432 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Corient Private Wealth first reported a position in PB in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.43M in Q2 2023. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Corient Private Wealth held 29,432 shares of Prosperity Bancshares worth $2.16M as of Q2 2026.
  • Corient Private Wealth bought 5,351 Prosperity Bancshares shares in Q2 2026, an estimated $372K.
  • Prosperity Bancshares made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1351 holding.
  • Corient Private Wealth first reported a position in Prosperity Bancshares in Q1 2023 and has held it in 14 quarters since.
  • Corient Private Wealth's Prosperity Bancshares position peaked at $4.43M in Q2 2023.
  • 456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.