HNW
PB icon

High Note Wealth’s Prosperity Bancshares PB Stock Holding History

High Note Wealth’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
Q3 		– Sell
-26
Closed -$1.83K – 958
2025
Q2 		$1.83K Sell
26
-3
-10% -$207 ﹤0.01% 686
2025
Q1 		$2.07K Hold
29
– – ﹤0.01% 657
2024
Q4 		$2.19K Buy
+29
New +$2.24K ﹤0.01% 673

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

High Note Wealth's PB Position: Q3 2025 in Review

High Note Wealth sold out of Prosperity Bancshares (PB) in Q3 2025, closing a stake of 26 shares — an estimated $1.83K sold.

High Note Wealth first reported a position in PB in Q4 2024 and held it in 3 quarters. The position peaked at $2.19K in Q4 2024. 399 funds tracked by Wall St. Rank hold PB as of Q3 2025.

  • High Note Wealth reported no remaining Prosperity Bancshares position as of Q3 2025 after selling out during the quarter.
  • High Note Wealth sold 26 Prosperity Bancshares shares in Q3 2025, an estimated $1.83K.
  • High Note Wealth first reported a position in Prosperity Bancshares in Q4 2024 and held it in 3 quarters.
  • High Note Wealth's Prosperity Bancshares position peaked at $2.19K in Q4 2024.
  • 399 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2025.

Based on High Note Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.