IFWM
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Institute for Wealth Management’s Prosperity Bancshares PB Stock Holding History

Institute for Wealth Management’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 		$1.61K Buy
+22
New +$1.53K ﹤0.01% 1615
2022
Q3 		– Sell
-5,975
Closed -$408K – 505
2022
Q2 		$408K Hold
5,975
– – 0.08% 317
2022
Q1 		$415K Buy
+5,975
New +$440K 0.07% 330

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's PB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Prosperity Bancshares (PB) in Q2 2026: 22 shares worth $1.61K. The stake represents ﹤0.01% of the portfolio and ranks #1615 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in PB as recently as Q2 2022.

Institute for Wealth Management first reported a position in PB in Q1 2022 and has held it in 3 quarters since. The position peaked at $415K in Q1 2022. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Institute for Wealth Management held 22 shares of Prosperity Bancshares worth $1.61K as of Q2 2026.
  • Prosperity Bancshares was a new Institute for Wealth Management position in Q2 2026.
  • Prosperity Bancshares made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1615 holding.
  • Institute for Wealth Management first reported a position in Prosperity Bancshares in Q1 2022 and has held it in 3 quarters since.
  • Institute for Wealth Management's Prosperity Bancshares position peaked at $415K in Q1 2022.
  • 456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.