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Financial Consulate’s Prosperity Bancshares PB Stock Holding History

Financial Consulate’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
Q1 		– Sell
-7
Closed -$484 – 1465
2025
Q4 		$484 Hold
7
– – ﹤0.01% 1191
2025
Q3 		$465 Buy
+7
New +$481 ﹤0.01% 1036

Other funds holding PB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Financial Consulate's PB Position: Q1 2026 in Review

Financial Consulate sold out of Prosperity Bancshares (PB) in Q1 2026, closing a stake of 7 shares — an estimated $484 sold.

Financial Consulate first reported a position in PB in Q3 2025 and held it in 2 quarters. The position peaked at $484 in Q4 2025. 430 funds tracked by Wall St. Rank hold PB as of Q1 2026.

  • Financial Consulate reported no remaining Prosperity Bancshares position as of Q1 2026 after selling out during the quarter.
  • Financial Consulate sold 7 Prosperity Bancshares shares in Q1 2026, an estimated $484.
  • Financial Consulate first reported a position in Prosperity Bancshares in Q3 2025 and held it in 2 quarters.
  • Financial Consulate's Prosperity Bancshares position peaked at $484 in Q4 2025.
  • 430 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.