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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
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

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

Cornerstone Planning Group's PB Position: Q2 2026 in Review

Cornerstone Planning Group opened a new position in Prosperity Bancshares (PB) in Q2 2026: 2 shares worth $173. The stake represents ﹤0.01% of the portfolio and ranks #1811 among its holdings. This is a return to the name: Cornerstone Planning Group previously reported a position in PB as recently as Q4 2025.

Cornerstone Planning Group first reported a position in PB in Q1 2025 and has held it in 5 quarters since. The position peaked at $116K in Q3 2025. 455 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Cornerstone Planning Group held 2 shares of Prosperity Bancshares worth $173 as of Q2 2026.
  • Prosperity Bancshares was a new Cornerstone Planning Group position in Q2 2026.
  • Prosperity Bancshares made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1811 holding.
  • Cornerstone Planning Group first reported a position in Prosperity Bancshares in Q1 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's Prosperity Bancshares position peaked at $116K in Q3 2025.
  • 455 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.