Cornerstone Planning Group’s Prosperity Bancshares PB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-2
Closed -$173 – 1233
2026
Q2
$173 Buy
+2
New +$139 ﹤0.01% 1811
2026
Q1
– Sell
-42
Closed -$2.82K – 1888
2025
Q4
$2.82K Sell
42
-1,082
-96% -$73K ﹤0.01% 1121
2025
Q3
$116K Buy
1,124
+1,118
+18,633% +$76.8K 0.02% 199
2025
Q2
$398 Hold
6
– – ﹤0.01% 1362
2025
Q1
$404 Buy
+6
New +$454 ﹤0.01% 1354

Other funds holding PB

Cornerstone Planning Group's PB Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Prosperity Bancshares (PB) in Q3 2026, closing a stake of 2 shares — an estimated $173 sold.

Cornerstone Planning Group first reported a position in PB in Q1 2025 and held it in 5 quarters. The position peaked at $116K in Q3 2025. 68 funds tracked by Wall St. Rank hold PB as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Prosperity Bancshares position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 2 Prosperity Bancshares shares in Q3 2026, an estimated $173.
  • Cornerstone Planning Group first reported a position in Prosperity Bancshares in Q1 2025 and held it in 5 quarters.
  • Cornerstone Planning Group's Prosperity Bancshares position peaked at $116K in Q3 2025.
  • 68 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.