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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Impact Partnership Wealth's PB Position: Q2 2025 in Review

Impact Partnership Wealth sold out of Prosperity Bancshares (PB) in Q2 2025, closing a stake of 3,392 shares — an estimated $242K sold.

Impact Partnership Wealth first reported a position in PB in Q3 2023 and held it in 4 quarters. The position peaked at $242K in Q1 2025. 406 funds tracked by Wall St. Rank hold PB as of Q2 2025.

  • Impact Partnership Wealth reported no remaining Prosperity Bancshares position as of Q2 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 3,392 Prosperity Bancshares shares in Q2 2025, an estimated $242K.
  • Impact Partnership Wealth first reported a position in Prosperity Bancshares in Q3 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Prosperity Bancshares position peaked at $242K in Q1 2025.
  • 406 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2025.

Based on Impact Partnership Wealth's 13F filing for Q2 2025, filed 4 Aug 2025.