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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return