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Jackson Thornton Wealth Management’s Prosperity Bancshares PB Stock Holding History

Jackson Thornton 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
Q1 		$358K Buy
5,202
+918
+21% +$64.4K 0.03% 150
2025
Q4 		$304K Buy
+4,284
New +$289K 0.03% 193

Other funds holding PB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Jackson Thornton Wealth Management's PB Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Prosperity Bancshares (PB) stake by 21% in Q1 2026, buying an estimated $64.4K and bringing the position to 5,202 shares worth $358K. The position accounts for 0.03% of the portfolio, ranked #150.

Jackson Thornton Wealth Management first reported a position in PB in Q4 2025 and has held it in 2 quarters since. 430 funds tracked by Wall St. Rank hold PB as of Q1 2026.

  • Jackson Thornton Wealth Management held 5,202 shares of Prosperity Bancshares worth $358K as of Q1 2026.
  • Jackson Thornton Wealth Management bought 918 Prosperity Bancshares shares in Q1 2026, an estimated $64.4K.
  • Prosperity Bancshares made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #150 holding.
  • Jackson Thornton Wealth Management first reported a position in Prosperity Bancshares in Q4 2025 and has held it in 2 quarters since.
  • 430 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.