GenTrust’s Prosperity Bancshares PB Stock Holding History

GenTrust’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	–	Sell	-2,997	Closed	-$203K	–	277
2026 Q1	$203K	Buy	+2,997	New	+$210K	0.01%	274

Other funds holding PB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GenTrust's PB Position: Q2 2026 in Review

GenTrust sold out of Prosperity Bancshares (PB) in Q2 2026, closing a stake of 2,997 shares — an estimated $203K sold.

GenTrust first reported a position in PB in Q1 2026 and held it in 1 quarter. The position peaked at $203K in Q1 2026. 455 funds tracked by Wall St. Rank hold PB as of Q2 2026.

GenTrust reported no remaining Prosperity Bancshares position as of Q2 2026 after selling out during the quarter.
GenTrust sold 2,997 Prosperity Bancshares shares in Q2 2026, an estimated $203K.
GenTrust first reported a position in Prosperity Bancshares in Q1 2026 and held it in 1 quarter.
GenTrust's Prosperity Bancshares position peaked at $203K in Q1 2026.
455 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on GenTrust's 13F filing for Q2 2026, filed 6 Aug 2026.