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Essential Partners’s Prosperity Bancshares PB Stock Holding History

Essential 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 		$350K Sell
4,798
-201
-4% -$14K 0.16% 128
2026
Q1 		$336K Sell
4,999
-433
-8% -$30.4K 0.11% 203
2025
Q4 		$375K Buy
5,432
+1,573
+41% +$106K 0.12% 224
2025
Q3 		$256K Buy
3,859
+2,816
+270% +$194K 0.08% 277
2025
Q2 		$73.3K Buy
+1,043
New +$71.8K 0.03% 398

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 $3.37T 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

Essential Partners's PB Position: Q2 2026 in Review

Essential Partners reduced its Prosperity Bancshares (PB) stake by 4% in Q2 2026, selling an estimated $14K and leaving 4,798 shares worth $350K. The position accounts for 0.16% of the portfolio, ranked #128.

Essential Partners first reported a position in PB in Q2 2025 and has held it in 5 quarters since. The position peaked at $375K in Q4 2025. 453 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Essential Partners held 4,798 shares of Prosperity Bancshares worth $350K as of Q2 2026.
  • Essential Partners sold 201 Prosperity Bancshares shares in Q2 2026, an estimated $14K.
  • Prosperity Bancshares made up 0.16% of Essential Partners's portfolio in Q2 2026, its #128 holding.
  • Essential Partners first reported a position in Prosperity Bancshares in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Prosperity Bancshares position peaked at $375K in Q4 2025.
  • 453 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.