Helen Stephens Group’s Prosperity Bancshares PB Stock Holding History

Helen Stephens Group’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	$1.03M	Sell	14,000 -6,000	-30%	-$417K	0.18%	54
2026 Q1	$1.34M	Hold	20,000	–	–	0.27%	41
2025 Q4	$1.38M	Sell	20,000 -9,000	-31%	-$607K	0.29%	37
2025 Q3	$1.92M	Sell	29,000 -1,000	-3%	-$68.7K	0.43%	32
2025 Q2	$2.11M	Hold	30,000	–	–	0.52%	30
2025 Q1	$2.14M	Sell	30,000 -1,000	-3%	-$75.7K	0.61%	26
2024 Q4	$2.34M	Hold	31,000	–	–	0.69%	23
2024 Q3	$2.23M	Buy	+31,000	New	+$2.17M	0.68%	23

Other funds holding PB

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Opinicus Capital Tampa, Florida $187M AUM 39.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

PFM

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Helen Stephens Group's PB Position: Q2 2026 in Review

Helen Stephens Group reduced its Prosperity Bancshares (PB) stake by 30% in Q2 2026, selling an estimated $417K and leaving 14,000 shares worth $1.03M. The position accounts for 0.18% of the portfolio, ranked #54.

Helen Stephens Group first reported a position in PB in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.34M in Q4 2024. 140 funds tracked by Wall St. Rank hold PB as of Q2 2026.

Helen Stephens Group held 14,000 shares of Prosperity Bancshares worth $1.03M as of Q2 2026.
Helen Stephens Group sold 6,000 Prosperity Bancshares shares in Q2 2026, an estimated $417K.
Prosperity Bancshares made up 0.18% of Helen Stephens Group's portfolio in Q2 2026, its #54 holding.
Helen Stephens Group first reported a position in Prosperity Bancshares in Q3 2024 and has held it in 8 quarters since.
Helen Stephens Group's Prosperity Bancshares position peaked at $2.34M in Q4 2024.
140 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.