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Innealta Capital’s Prosperity Bancshares PB Stock Holding History

Innealta Capital’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
-2,904
Closed -$207K – 126
2025
Q1 		$207K Hold
2,904
– – 0.11% 95
2024
Q4 		$219K Sell
2,904
-582
-17% -$44.9K 0.11% 97
2024
Q3 		$251K Buy
3,486
+529
+18% +$37K 0.1% 106
2024
Q2 		$181K Buy
+2,957
New +$182K 0.06% 130

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

Innealta Capital's PB Position: Q2 2025 in Review

Innealta Capital sold out of Prosperity Bancshares (PB) in Q2 2025, closing a stake of 2,904 shares — an estimated $207K sold.

Innealta Capital first reported a position in PB in Q2 2024 and held it in 4 quarters. The position peaked at $251K in Q3 2024. 406 funds tracked by Wall St. Rank hold PB as of Q2 2025.

  • Innealta Capital reported no remaining Prosperity Bancshares position as of Q2 2025 after selling out during the quarter.
  • Innealta Capital sold 2,904 Prosperity Bancshares shares in Q2 2025, an estimated $207K.
  • Innealta Capital first reported a position in Prosperity Bancshares in Q2 2024 and held it in 4 quarters.
  • Innealta Capital's Prosperity Bancshares position peaked at $251K in Q3 2024.
  • 406 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2025.

Based on Innealta Capital's 13F filing for Q2 2025, filed 6 Aug 2025.