Curi RMB Capital’s Prosperity Bancshares PB Stock Holding History

Curi RMB Capital’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	$482K	Buy	7,154 +230	+3%	+$16.1K	0.01%	611
2025 Q4	$483K	Buy	+6,924	New	+$467K	0.01%	624
2021 Q3	–	Sell	-5,500	Closed	-$395K	–	460
2021 Q2	$395K	Hold	5,500	–	–	0.01%	380
2021 Q1	$412K	Hold	5,500	–	–	0.02%	371
2020 Q4	$381K	Hold	5,500	–	–	0.01%	470
2020 Q3	$285K	Hold	5,500	–	–	0.01%	503
2020 Q2	$327K	Hold	5,500	–	–	0.01%	467
2020 Q1	$265K	Sell	5,500 -2,000	-27%	-$130K	0.01%	513
2019 Q4	$539K	Hold	7,500	–	–	0.02%	438
2019 Q3	$530K	Hold	7,500	–	–	0.02%	473
2019 Q2	$495K	Sell	7,500 -3,000	-29%	-$208K	0.02%	548
2019 Q1	$725K	Buy	10,500 +2,500	+31%	+$178K	0.02%	507
2018 Q4	$498K	Sell	8,000 -2,500	-24%	-$165K	0.02%	639
2018 Q3	$728K	Hold	10,500	–	–	0.02%	562
2018 Q2	$718K	Hold	10,500	–	–	0.02%	565
2018 Q1	$763K	Buy	10,500 +2,469	+31%	+$185K	0.02%	550
2017 Q4	$563K	Buy	+8,031	New	+$537K	0.02%	586

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