EverSource Wealth Advisors’s Prosperity Bancshares PB Stock Holding History

EverSource Wealth 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	$347K	Sell	4,753 -527	-10%	-$36.7K	0.01%	739
2026 Q1	$355K	Buy	5,280 +1,719	+48%	+$121K	0.01%	763
2025 Q4	$246K	Buy	3,561 +391	+12%	+$26.4K	0.01%	852
2025 Q3	$210K	Sell	3,170 -1,029	-25%	-$70.7K	0.01%	879
2025 Q2	$295K	Buy	4,199 +3,851	+1,107%	+$265K	0.01%	676
2025 Q1	$24.8K	Buy	348 +48	+16%	+$3.63K	﹤0.01%	1578
2024 Q4	$22.6K	Buy	300 +46	+18%	+$3.55K	﹤0.01%	1555
2024 Q3	$18.3K	Sell	254 -35	-12%	-$2.44K	﹤0.01%	1538
2024 Q2	$21K	Buy	289 +100	+53%	+$6.16K	﹤0.01%	1484
2024 Q1	$11.7K	Buy	189 +34	+22%	+$2.17K	﹤0.01%	1605
2023 Q4	$10.5K	Buy	+155	New	+$9.06K	﹤0.01%	1537
2023 Q2	–	Sell	-7	Closed	-$431	–	2576
2023 Q1	$431	Buy	+7	New	+$498	﹤0.01%	2256

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

EverSource Wealth Advisors's PB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Prosperity Bancshares (PB) stake by 10% in Q2 2026, selling an estimated $36.7K and leaving 4,753 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #739.

EverSource Wealth Advisors first reported a position in PB in Q1 2023 and has held it in 12 quarters since. The position peaked at $355K in Q1 2026. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.

EverSource Wealth Advisors held 4,753 shares of Prosperity Bancshares worth $347K as of Q2 2026.
EverSource Wealth Advisors sold 527 Prosperity Bancshares shares in Q2 2026, an estimated $36.7K.
Prosperity Bancshares made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #739 holding.
EverSource Wealth Advisors first reported a position in Prosperity Bancshares in Q1 2023 and has held it in 12 quarters since.
EverSource Wealth Advisors's Prosperity Bancshares position peaked at $355K in Q1 2026.
456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.