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Integrated Wealth Concepts’s Prosperity Bancshares PB Stock Holding History

Integrated Wealth Concepts’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 		$810K Sell
11,092
-206
-2% -$14.3K 0.01% 1351
2026
Q1 		$759K Buy
11,298
+8,134
+257% +$570K 0.01% 1276
2025
Q4 		$219K Sell
3,164
-4,675
-60% -$315K ﹤0.01% 1477
2025
Q3 		$520K Buy
7,839
+2,481
+46% +$170K ﹤0.01% 1315
2025
Q2 		$376K Buy
+5,358
New +$369K ﹤0.01% 1432

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

Integrated Wealth Concepts's PB Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Prosperity Bancshares (PB) stake by 1.8% in Q2 2026, selling an estimated $14.3K and leaving 11,092 shares worth $810K. The position accounts for 0.01% of the portfolio, ranked #1351.

Integrated Wealth Concepts first reported a position in PB in Q2 2025 and has held it in 5 quarters since. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Integrated Wealth Concepts held 11,092 shares of Prosperity Bancshares worth $810K as of Q2 2026.
  • Integrated Wealth Concepts sold 206 Prosperity Bancshares shares in Q2 2026, an estimated $14.3K.
  • Prosperity Bancshares made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1351 holding.
  • Integrated Wealth Concepts first reported a position in Prosperity Bancshares in Q2 2025 and has held it in 5 quarters since.
  • 456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.