Financial Gravity Asset Management’s Prosperity Bancshares PB Stock Holding History

Financial Gravity Asset Management’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
2025 Q1	$326K	Buy	+4,561	New	+$345K	0.07%	123
2020 Q4	$1K	Buy	+11	New	+$675	﹤0.01%	433
2019 Q4	$72K	Sell	157 -41	-21%	-$2.9K	0.05%	465
2019 Q3	$14K	Buy	198 +158	+395%	+$10.6K	0.01%	536
2019 Q2	$3K	Buy	+40	New	+$2.77K	﹤0.01%	823
2018 Q3	$1K	Sell	20 -5	-20%	-$360	﹤0.01%	1205
2018 Q2	$2K	Sell	25 -9	-26%	-$656	﹤0.01%	1020
2018 Q1	$2K	Buy	+34	New	+$2.55K	﹤0.01%	986

Other funds holding PB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Financial Gravity Asset Management's PB Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in Prosperity Bancshares (PB) in Q1 2025: 4,561 shares worth $326K. The stake represents 0.07% of the portfolio and ranks #123 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in PB as recently as Q4 2020.

Financial Gravity Asset Management first reported a position in PB in Q1 2018 and has held it in 8 quarters since. 389 funds tracked by Wall St. Rank hold PB as of Q1 2025.

Financial Gravity Asset Management held 4,561 shares of Prosperity Bancshares worth $326K as of Q1 2025.
Prosperity Bancshares was a new Financial Gravity Asset Management position in Q1 2025.
Prosperity Bancshares made up 0.07% of Financial Gravity Asset Management's portfolio in Q1 2025, its #123 holding.
Financial Gravity Asset Management first reported a position in Prosperity Bancshares in Q1 2018 and has held it in 8 quarters since.
389 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.