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Evolve Private Wealth’s Prosperity Bancshares PB Stock Holding History

Evolve Private Wealth’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 		$816K Sell
11,084
-263
-2% -$18.3K 0.05% 343
2026
Q1 		$762K Sell
11,347
-1,232
-10% -$86.4K 0.04% 411
2025
Q4 		$877K Buy
+12,579
New +$849K 0.05% 337

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's PB Position: Q2 2026 in Review

Evolve Private Wealth reduced its Prosperity Bancshares (PB) stake by 2.3% in Q2 2026, selling an estimated $18.3K and leaving 11,084 shares worth $816K. The position accounts for 0.05% of the portfolio, ranked #343.

Evolve Private Wealth first reported a position in PB in Q4 2025 and has held it in 3 quarters since. The position peaked at $877K in Q4 2025. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Evolve Private Wealth held 11,084 shares of Prosperity Bancshares worth $816K as of Q2 2026.
  • Evolve Private Wealth sold 263 Prosperity Bancshares shares in Q2 2026, an estimated $18.3K.
  • Prosperity Bancshares made up 0.05% of Evolve Private Wealth's portfolio in Q2 2026, its #343 holding.
  • Evolve Private Wealth first reported a position in Prosperity Bancshares in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Prosperity Bancshares position peaked at $877K in Q4 2025.
  • 456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.