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Financial Synergies Wealth Advisors’s Prosperity Bancshares PB Stock Holding History

Financial Synergies Wealth 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 		$205K Buy
+2,803
New +$195K 0.02% 113

Other funds holding PB

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
OC
Opinicus Capital Tampa, Florida $187M AUM 39.78% 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
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Financial Synergies Wealth Advisors's PB Position: Q2 2026 in Review

Financial Synergies Wealth Advisors opened a new position in Prosperity Bancshares (PB) in Q2 2026: 2,803 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #113 among its holdings.

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

  • Financial Synergies Wealth Advisors held 2,803 shares of Prosperity Bancshares worth $205K as of Q2 2026.
  • Prosperity Bancshares was a new Financial Synergies Wealth Advisors position in Q2 2026.
  • Prosperity Bancshares made up 0.02% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • 117 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.