Elevation Wealth Partners’s Prosperity Bancshares PB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$19K Hold
287
– – 0.01% 696
2026
Q2
$21K Buy
287
+257
+857% +$17.9K 0.01% 579
2026
Q1
$2.02K Sell
30
-219
-88% -$15.4K ﹤0.01% 910
2025
Q4
$17.2K Buy
+249
New +$16.8K 0.01% 403

Other funds holding PB

Elevation Wealth Partners's PB Position: Q3 2026 in Review

Elevation Wealth Partners held its Prosperity Bancshares (PB) position steady in Q3 2026 at 287 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #696.

Elevation Wealth Partners first reported a position in PB in Q4 2025 and has held it in 4 quarters since. The position peaked at $21K in Q2 2026. 161 funds tracked by Wall St. Rank hold PB as of Q3 2026.

  • Elevation Wealth Partners held 287 shares of Prosperity Bancshares worth $19K as of Q3 2026.
  • Elevation Wealth Partners left its Prosperity Bancshares share count unchanged in Q3 2026.
  • Prosperity Bancshares made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #696 holding.
  • Elevation Wealth Partners first reported a position in Prosperity Bancshares in Q4 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Prosperity Bancshares position peaked at $21K in Q2 2026.
  • 161 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.