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Innovative Asset Advisors Group’s Prosperity Bancshares PB Stock Holding History

Innovative Asset Advisors 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 		– Sell
-3
Closed -$203 – 807
2026
Q1 		$203 Buy
+3
New +$210 ﹤0.01% 1016

Other funds holding PB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Innovative Asset Advisors Group's PB Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Prosperity Bancshares (PB) in Q2 2026, closing a stake of 3 shares — an estimated $203 sold.

Innovative Asset Advisors Group first reported a position in PB in Q1 2026 and held it in 1 quarter. The position peaked at $203 in Q1 2026. 426 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Prosperity Bancshares position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 3 Prosperity Bancshares shares in Q2 2026, an estimated $203.
  • Innovative Asset Advisors Group first reported a position in Prosperity Bancshares in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Prosperity Bancshares position peaked at $203 in Q1 2026.
  • 426 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.