GRP
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Global Retirement Partners’s Prosperity Bancshares PB Stock Holding History

Global Retirement Partners’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 		$54K Buy
+740
New +$51.5K ﹤0.01% 2469
2025
Q4 		$17.5K Buy
253
+223
+743% +$15K ﹤0.01% 2926
2025
Q3 		$1.99K Hold
30
– – ﹤0.01% 3330
2025
Q2 		$2.11K Buy
+30
New +$2.07K ﹤0.01% 3223
2024
Q4 		$2.26K Sell
30
-4
-12% -$309 ﹤0.01% 3031
2024
Q3 		$2.45K Buy
34
+2
+6% +$140 ﹤0.01% 2870
2024
Q2 		$1.96K Buy
32
+26
+433% +$1.6K ﹤0.01% 2971
2024
Q1 		$395 Hold
6
– – ﹤0.01% 3173
2023
Q4 		$382 Hold
6
– – ﹤0.01% 3137
2023
Q3 		$314 Sell
6
-33
-85% -$1.92K ﹤0.01% 3054
2023
Q2 		$2.2K Hold
39
– – ﹤0.01% 2516
2023
Q1 		$2.33K Buy
39
+36
+1,200% +$2.56K ﹤0.01% 2446
2022
Q4 		$218 Hold
3
– – ﹤0.01% 2936
2022
Q3 		$0 Hold
3
– – ﹤0.01% 2903
2022
Q2 		$0 Hold
3
– – ﹤0.01% 2832
2022
Q1 		$0 Buy
+3
New +$221 ﹤0.01% 2734

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 $3.38T AUM 44.17% 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

Global Retirement Partners's PB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Prosperity Bancshares (PB) in Q2 2026: 740 shares worth $54K. The stake represents ﹤0.01% of the portfolio and ranks #2469 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PB as recently as Q4 2025.

Global Retirement Partners first reported a position in PB in Q1 2022 and has held it in 16 quarters since. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Global Retirement Partners held 740 shares of Prosperity Bancshares worth $54K as of Q2 2026.
  • Prosperity Bancshares was a new Global Retirement Partners position in Q2 2026.
  • Prosperity Bancshares made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2469 holding.
  • Global Retirement Partners first reported a position in Prosperity Bancshares in Q1 2022 and has held it in 16 quarters since.
  • 456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.