Covestor
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Covestor’s Prosperity Bancshares PB Stock Holding History

Covestor’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 		$49K Sell
735
-689
-48% -$49.7K 0.03% 748
2026
Q2 		$104K Buy
1,424
+351
+33% +$24.4K 0.06% 337
2026
Q1 		$72K Buy
1,073
+374
+54% +$26.2K 0.05% 465
2025
Q4 		$48K Sell
699
-709
-50% -$47.8K 0.03% 923
2025
Q3 		$93K Buy
1,408
+749
+114% +$51.5K 0.05% 613
2025
Q2 		$46K Buy
659
+154
+30% +$10.6K 0.03% 923
2025
Q1 		$36K Sell
505
-40
-7% -$3.03K 0.02% 963
2024
Q4 		$41K Sell
545
-110
-17% -$8.49K 0.03% 931
2024
Q3 		$47K Sell
655
-157
-19% -$11K 0.03% 903
2024
Q2 		$50K Sell
812
-176
-18% -$10.8K 0.03% 860
2024
Q1 		$65K Sell
988
-935
-49% -$59.6K 0.04% 773
2023
Q4 		$130K Sell
1,923
-308
-14% -$18K 0.09% 329
2023
Q3 		$122K Buy
2,231
+244
+12% +$14.2K 0.09% 314
2023
Q2 		$112K Buy
1,987
+457
+30% +$27.3K 0.09% 372
2023
Q1 		$94K Sell
1,530
-182
-11% -$13K 0.08% 411
2022
Q4 		$124K Sell
1,712
-148
-8% -$10.7K 0.1% 298
2022
Q3 		$124K Buy
1,860
+584
+46% +$41.7K 0.11% 251
2022
Q2 		$87K Buy
1,276
+584
+84% +$40.1K 0.07% 492
2022
Q1 		$48K Buy
692
+315
+84% +$23.2K 0.03% 819
2021
Q4 		$27K Buy
+377
New +$27.9K 0.04% 779

Other funds holding PB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Covestor's PB Position: Q3 2026 in Review

Covestor reduced its Prosperity Bancshares (PB) stake by 48% in Q3 2026, selling an estimated $49.7K and leaving 735 shares worth $49K. The position accounts for 0.03% of the portfolio, ranked #748.

Covestor first reported a position in PB in Q4 2021 and has held it in 20 quarters since. The position peaked at $130K in Q4 2023. 399 funds tracked by Wall St. Rank hold PB as of Q3 2026.

  • Covestor held 735 shares of Prosperity Bancshares worth $49K as of Q3 2026.
  • Covestor sold 689 Prosperity Bancshares shares in Q3 2026, an estimated $49.7K.
  • Prosperity Bancshares made up 0.03% of Covestor's portfolio in Q3 2026, its #748 holding.
  • Covestor first reported a position in Prosperity Bancshares in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Prosperity Bancshares position peaked at $130K in Q4 2023.
  • 399 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.