Elevated Capital Advisors’s Prosperity Bancshares PB Stock Holding History

Elevated Capital Advisors’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	$424K	Hold	5,801	–	–	0.12%	144
2026 Q1	$390K	Hold	5,801	–	–	0.1%	201
2025 Q4	$401K	Hold	5,801	–	–	0.09%	215
2025 Q3	$385K	Hold	5,801	–	–	0.1%	221
2025 Q2	$414K	Hold	5,801	–	–	0.12%	204
2025 Q1	$414K	Hold	5,801	–	–	0.12%	204
2024 Q4	$437K	Hold	5,801	–	–	0.12%	203
2024 Q3	$418K	Hold	5,801	–	–	0.11%	220
2024 Q2	$355K	Hold	5,801	–	–	0.1%	190
2024 Q1	$382K	Hold	5,801	–	–	0.11%	146
2023 Q4	$393K	Hold	5,801	–	–	0.12%	141
2023 Q3	$317K	Hold	5,801	–	–	0.11%	149
2023 Q2	$328K	Hold	5,801	–	–	0.11%	155
2023 Q1	$357K	Hold	5,801	–	–	0.13%	141
2022 Q4	$422K	Hold	5,801	–	–	0.16%	124
2022 Q3	$387K	Buy	+5,801	New	+$414K	0.15%	124
2022 Q1	$402K	Buy	+5,801	New	+$428K	0.13%	144
2021 Q3	$413K	Buy	+5,801	New	+$401K	0.14%	141
2021 Q1	$430K	Hold	5,801	–	–	0.17%	134
2020 Q4	$402K	Hold	5,801	–	–	0.17%	137
2020 Q3	$366K	Hold	5,801	–	–	0.17%	132
2020 Q2	$316K	Buy	+5,801	New	+$335K	0.15%	133
2019 Q4	$417K	Buy	+5,801	New	+$410K	0.46%	63
2019 Q1	$268K	Buy	+5,801	New	+$414K	0.18%	124

Other funds holding PB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Elevated Capital Advisors's PB Position: Q2 2026 in Review

Elevated Capital Advisors held its Prosperity Bancshares (PB) position steady in Q2 2026 at 5,801 shares worth $424K. The position accounts for 0.12% of the portfolio, ranked #144.

Elevated Capital Advisors first reported a position in PB in Q1 2019 and has held it in 24 quarters since. The position peaked at $437K in Q4 2024. 453 funds tracked by Wall St. Rank hold PB as of Q2 2026.

Elevated Capital Advisors held 5,801 shares of Prosperity Bancshares worth $424K as of Q2 2026.
Elevated Capital Advisors left its Prosperity Bancshares share count unchanged in Q2 2026.
Prosperity Bancshares made up 0.12% of Elevated Capital Advisors's portfolio in Q2 2026, its #144 holding.
Elevated Capital Advisors first reported a position in Prosperity Bancshares in Q1 2019 and has held it in 24 quarters since.
Elevated Capital Advisors's Prosperity Bancshares position peaked at $437K in Q4 2024.
453 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.