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Dakota Wealth Management’s Prosperity Bancshares PB Stock Holding History

Dakota Wealth Management’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
2025
Q3 		– Sell
-4,318
Closed -$303K – 753
2025
Q2 		$303K Buy
4,318
+370
+9% +$25.5K 0.01% 617
2025
Q1 		$282K Buy
3,948
+801
+25% +$60.6K 0.01% 635
2024
Q4 		$237K Buy
+3,147
New +$243K 0.01% 679

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dakota Wealth Management's PB Position: Q3 2025 in Review

Dakota Wealth Management sold out of Prosperity Bancshares (PB) in Q3 2025, closing a stake of 4,318 shares — an estimated $303K sold.

Dakota Wealth Management first reported a position in PB in Q4 2024 and held it in 3 quarters. The position peaked at $303K in Q2 2025. 399 funds tracked by Wall St. Rank hold PB as of Q3 2025.

  • Dakota Wealth Management reported no remaining Prosperity Bancshares position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 4,318 Prosperity Bancshares shares in Q3 2025, an estimated $303K.
  • Dakota Wealth Management first reported a position in Prosperity Bancshares in Q4 2024 and held it in 3 quarters.
  • Dakota Wealth Management's Prosperity Bancshares position peaked at $303K in Q2 2025.
  • 399 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.