Jackson Thornton Wealth Management
PB icon

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
Q3 		$338K Sell
5,105
-1,454
-22% -$105K 0.03% 217
2026
Q2 		$479K Buy
6,559
+1,357
+26% +$94.4K 0.04% 161
2026
Q1 		$358K Buy
5,202
+918
+21% +$64.4K 0.03% 150
2025
Q4 		$304K Buy
+4,284
New +$289K 0.03% 193

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Jackson Thornton Wealth Management's PB Position: Q3 2026 in Review

Jackson Thornton Wealth Management reduced its Prosperity Bancshares (PB) stake by 22% in Q3 2026, selling an estimated $105K and leaving 5,105 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #217.

Jackson Thornton Wealth Management first reported a position in PB in Q4 2025 and has held it in 4 quarters since. The position peaked at $479K in Q2 2026. 399 funds tracked by Wall St. Rank hold PB as of Q3 2026.

  • Jackson Thornton Wealth Management held 5,105 shares of Prosperity Bancshares worth $338K as of Q3 2026.
  • Jackson Thornton Wealth Management sold 1,454 Prosperity Bancshares shares in Q3 2026, an estimated $105K.
  • Prosperity Bancshares made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q3 2026, its #217 holding.
  • Jackson Thornton Wealth Management first reported a position in Prosperity Bancshares in Q4 2025 and has held it in 4 quarters since.
  • Jackson Thornton Wealth Management's Prosperity Bancshares position peaked at $479K in Q2 2026.
  • 399 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.