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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
Q1
$1.62M
Sell
24,081
-26,935
-53%
-$1.89M
﹤0.01%
1377
2025
Q4
$3.35M
Buy
51,016
+25,774
+102%
+$1.74M
﹤0.01%
1249
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
New York
$5.7T AUM
30.48%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Dallas, Texas
$30.5B AUM
29.95%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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