Focus Partners Wealth
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Focus Partners Wealth’s Prosperity Bancshares PB Stock Holding History

Focus Partners Wealth’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 		$2.44M Buy
33,412
+7,536
+29% +$524K ﹤0.01% 1277
2026
Q1 		$1.74M Buy
25,876
+8,244
+47% +$578K ﹤0.01% 1383
2025
Q4 		$1.22M Buy
17,632
+7,026
+66% +$474K ﹤0.01% 1544
2025
Q3 		$704K Buy
10,606
+6,518
+159% +$448K ﹤0.01% 1438
2025
Q2 		$287K Buy
+4,088
New +$282K ﹤0.01% 1704

Other funds holding PB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Focus Partners Wealth's PB Position: Q2 2026 in Review

Focus Partners Wealth increased its Prosperity Bancshares (PB) stake by 29% in Q2 2026, buying an estimated $524K and bringing the position to 33,412 shares worth $2.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Focus Partners Wealth first reported a position in PB in Q2 2025 and has held it in 5 quarters since. 455 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Focus Partners Wealth held 33,412 shares of Prosperity Bancshares worth $2.44M as of Q2 2026.
  • Focus Partners Wealth bought 7,536 Prosperity Bancshares shares in Q2 2026, an estimated $524K.
  • Prosperity Bancshares made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1277 holding.
  • Focus Partners Wealth first reported a position in Prosperity Bancshares in Q2 2025 and has held it in 5 quarters since.
  • 455 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.