CI
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CX Institutional’s Prosperity Bancshares PB Stock Holding History

CX Institutional’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 		– Sell
-11
Closed -$1K – 1635
2025
Q4 		$1K Buy
+11
New +$742 ﹤0.01% 1481
2023
Q2 		– Sell
-4,034
Closed -$246K – 527
2023
Q1 		$246K Buy
+4,034
New +$287K 0.01% 440
2021
Q1 		– Sell
-4,294
Closed -$298K – 878
2020
Q4 		$298K Buy
+4,294
New +$263K 0.03% 267
2019
Q3 		– Sell
-4,294
Closed -$284K – 913
2019
Q2 		$284K Buy
+4,294
New +$297K 0.05% 197
2019
Q1 		– Sell
-4,439
Closed -$277K – 811
2018
Q4 		$277K Buy
+4,439
New +$293K 0.06% 153

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 $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

CX Institutional's PB Position: Q1 2026 in Review

CX Institutional sold out of Prosperity Bancshares (PB) in Q1 2026, closing a stake of 11 shares — an estimated $1K sold.

CX Institutional first reported a position in PB in Q4 2018 and held it in 5 quarters. The position peaked at $298K in Q4 2020. 435 funds tracked by Wall St. Rank hold PB as of Q1 2026.

  • CX Institutional reported no remaining Prosperity Bancshares position as of Q1 2026 after selling out during the quarter.
  • CX Institutional sold 11 Prosperity Bancshares shares in Q1 2026, an estimated $1K.
  • CX Institutional first reported a position in Prosperity Bancshares in Q4 2018 and held it in 5 quarters.
  • CX Institutional's Prosperity Bancshares position peaked at $298K in Q4 2020.
  • 435 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2026.

Based on CX Institutional's 13F filing for Q1 2026, filed 6 Apr 2026.