FGC
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Financial Gravity Companies’s Prosperity Bancshares PB Stock Holding History

Financial Gravity Companies’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
2024
Q4 		$344K Buy
4,561
+4,528
+13,721% +$350K 0.08% 107
2024
Q3 		$2.38K Buy
+33
New +$2.31K ﹤0.01% 483
2018
Q4 		$1K Buy
+21
New +$1.39K ﹤0.01% 1172
2018
Q1 		$2K Sell
34
-8
-19% -$600 ﹤0.01% 986
2017
Q4 		$3K Buy
+42
New +$2.81K ﹤0.01% 853

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Financial Gravity Companies's PB Position: Q4 2024 in Review

Financial Gravity Companies increased its Prosperity Bancshares (PB) stake by 13,721% in Q4 2024, buying an estimated $350K and bringing the position to 4,561 shares worth $344K. The position accounts for 0.08% of the portfolio, ranked #107.

Financial Gravity Companies first reported a position in PB in Q4 2017 and has held it in 5 quarters since. 368 funds tracked by Wall St. Rank hold PB as of Q4 2024.

  • Financial Gravity Companies held 4,561 shares of Prosperity Bancshares worth $344K as of Q4 2024.
  • Financial Gravity Companies bought 4,528 Prosperity Bancshares shares in Q4 2024, an estimated $350K.
  • Prosperity Bancshares made up 0.08% of Financial Gravity Companies's portfolio in Q4 2024, its #107 holding.
  • Financial Gravity Companies first reported a position in Prosperity Bancshares in Q4 2017 and has held it in 5 quarters since.
  • 368 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.