HWM
PB icon

HB Wealth Management’s Prosperity Bancshares PB Stock Holding History

HB Wealth 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
2026
Q2 		$1.01M Buy
13,891
+2,323
+20% +$162K 0.01% 740
2026
Q1 		$777K Buy
11,568
+4,035
+54% +$283K 0.01% 774
2025
Q4 		$521K Buy
7,533
+3,027
+67% +$204K ﹤0.01% 892
2025
Q3 		$299K Buy
+4,506
New +$310K ﹤0.01% 1071
2025
Q1 		– Sell
-2,867
Closed -$216K – 1265
2024
Q4 		$216K Buy
+2,867
New +$221K ﹤0.01% 952

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

HB Wealth Management's PB Position: Q2 2026 in Review

HB Wealth Management increased its Prosperity Bancshares (PB) stake by 20% in Q2 2026, buying an estimated $162K and bringing the position to 13,891 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #740.

HB Wealth Management first reported a position in PB in Q4 2024 and has held it in 5 quarters since. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • HB Wealth Management held 13,891 shares of Prosperity Bancshares worth $1.01M as of Q2 2026.
  • HB Wealth Management bought 2,323 Prosperity Bancshares shares in Q2 2026, an estimated $162K.
  • Prosperity Bancshares made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #740 holding.
  • HB Wealth Management first reported a position in Prosperity Bancshares in Q4 2024 and has held it in 5 quarters since.
  • 456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.