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Intentional Wealth Strategies’s Prosperity Bancshares PB Stock Holding History

Intentional Wealth Strategies’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
-4
Closed -$269 – 657
2026
Q1 		$269 Buy
+4
New +$280 ﹤0.01% 918

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

Intentional Wealth Strategies's PB Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Prosperity Bancshares (PB) in Q2 2026, closing a stake of 4 shares — an estimated $269 sold.

Intentional Wealth Strategies first reported a position in PB in Q1 2026 and held it in 1 quarter. The position peaked at $269 in Q1 2026. 453 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Prosperity Bancshares position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 4 Prosperity Bancshares shares in Q2 2026, an estimated $269.
  • Intentional Wealth Strategies first reported a position in Prosperity Bancshares in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Prosperity Bancshares position peaked at $269 in Q1 2026.
  • 453 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

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