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Impact Partnership Wealth’s Prosperity Bancshares PB Stock Holding History

Impact Partnership 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
2026
Q2 		$200K Buy
+2,745
New +$191K 0.02% 424
2025
Q2 		– Sell
-3,392
Closed -$242K – 340
2025
Q1 		$242K Buy
+3,392
New +$257K 0.05% 202
2024
Q2 		– Sell
-3,316
Closed -$218K – 536
2024
Q1 		$218K Buy
3,316
+3,257
+5,520% +$208K 0.09% 158
2023
Q4 		$4K Sell
59
-2,715
-98% -$159K ﹤0.01% 605
2023
Q3 		$151K Buy
+2,774
New +$161K 0.05% 225

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 $3.37T AUM 44.26% 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

Impact Partnership Wealth's PB Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in Prosperity Bancshares (PB) in Q2 2026: 2,745 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #424 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in PB as recently as Q1 2025.

Impact Partnership Wealth first reported a position in PB in Q3 2023 and has held it in 5 quarters since. The position peaked at $242K in Q1 2025. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Impact Partnership Wealth held 2,745 shares of Prosperity Bancshares worth $200K as of Q2 2026.
  • Prosperity Bancshares was a new Impact Partnership Wealth position in Q2 2026.
  • Prosperity Bancshares made up 0.02% of Impact Partnership Wealth's portfolio in Q2 2026, its #424 holding.
  • Impact Partnership Wealth first reported a position in Prosperity Bancshares in Q3 2023 and has held it in 5 quarters since.
  • Impact Partnership Wealth's Prosperity Bancshares position peaked at $242K in Q1 2025.
  • 456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

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