Financial Life Advisors’s Prosperity Bancshares PB Stock Holding History

Financial Life 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	$312K	Buy	+4,270	New	+$297K	0.09%	47

Other funds holding PB

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Opinicus Capital Tampa, Florida $187M AUM 39.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

PFM

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Financial Life Advisors's PB Position: Q2 2026 in Review

Financial Life Advisors opened a new position in Prosperity Bancshares (PB) in Q2 2026: 4,270 shares worth $312K. The stake represents 0.09% of the portfolio and ranks #47 among its holdings.

137 funds tracked by Wall St. Rank hold PB as of Q2 2026.

Financial Life Advisors held 4,270 shares of Prosperity Bancshares worth $312K as of Q2 2026.
Prosperity Bancshares was a new Financial Life Advisors position in Q2 2026.
Prosperity Bancshares made up 0.09% of Financial Life Advisors's portfolio in Q2 2026, its #47 holding.
137 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.