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Forum Financial Management’s Prosperity Bancshares PB Stock Holding History

Forum Financial 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
Q4 		– Sell
-3,712
Closed -$246K – 1053
2025
Q3 		$246K Buy
3,712
+21
+0.6% +$1.44K ﹤0.01% 845
2025
Q2 		$259K Buy
3,691
+284
+8% +$19.6K ﹤0.01% 754
2025
Q1 		$243K Buy
3,407
+200
+6% +$15.1K ﹤0.01% 712
2024
Q4 		$242K Buy
+3,207
New +$248K ﹤0.01% 748

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Forum Financial Management's PB Position: Q4 2025 in Review

Forum Financial Management sold out of Prosperity Bancshares (PB) in Q4 2025, closing a stake of 3,712 shares — an estimated $246K sold.

Forum Financial Management first reported a position in PB in Q4 2024 and held it in 4 quarters. The position peaked at $259K in Q2 2025. 418 funds tracked by Wall St. Rank hold PB as of Q4 2025.

  • Forum Financial Management reported no remaining Prosperity Bancshares position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 3,712 Prosperity Bancshares shares in Q4 2025, an estimated $246K.
  • Forum Financial Management first reported a position in Prosperity Bancshares in Q4 2024 and held it in 4 quarters.
  • Forum Financial Management's Prosperity Bancshares position peaked at $259K in Q2 2025.
  • 418 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.