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Global Financial Private Client’s Prosperity Bancshares PB Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-310
Closed -$22.1K – 1198
2025
Q1 		$22.1K Buy
310
+304
+5,067% +$23K 0.01% 432
2024
Q4 		$452 Buy
+6
New +$463 ﹤0.01% 978

Other funds holding PB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Global Financial Private Client's PB Position: Q2 2025 in Review

Global Financial Private Client sold out of Prosperity Bancshares (PB) in Q2 2025, closing a stake of 310 shares — an estimated $22.1K sold.

Global Financial Private Client first reported a position in PB in Q4 2024 and held it in 2 quarters. The position peaked at $22.1K in Q1 2025. 406 funds tracked by Wall St. Rank hold PB as of Q2 2025.

  • Global Financial Private Client reported no remaining Prosperity Bancshares position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 310 Prosperity Bancshares shares in Q2 2025, an estimated $22.1K.
  • Global Financial Private Client first reported a position in Prosperity Bancshares in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Prosperity Bancshares position peaked at $22.1K in Q1 2025.
  • 406 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.