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Daymark Wealth Partners’s Prosperity Bancshares PB Stock Holding History

Daymark Wealth Partners’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
Q2 		$351K Buy
4,805
+357
+8% +$24.8K 0.01% 577
2026
Q1 		$299K Buy
+4,448
New +$312K 0.01% 575

Other funds holding PB

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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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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

Daymark Wealth Partners's PB Position: Q2 2026 in Review

Daymark Wealth Partners increased its Prosperity Bancshares (PB) stake by 8% in Q2 2026, buying an estimated $24.8K and bringing the position to 4,805 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #577.

Daymark Wealth Partners first reported a position in PB in Q1 2026 and has held it in 2 quarters since. 455 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Daymark Wealth Partners held 4,805 shares of Prosperity Bancshares worth $351K as of Q2 2026.
  • Daymark Wealth Partners bought 357 Prosperity Bancshares shares in Q2 2026, an estimated $24.8K.
  • Prosperity Bancshares made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #577 holding.
  • Daymark Wealth Partners first reported a position in Prosperity Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 455 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.