Cornerstone Planning Group
PB icon

Cornerstone Planning Group’s Prosperity Bancshares PB Stock Holding History

Cornerstone Planning Group’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
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

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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. 63 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.
  • 63 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.