JWA
PB icon

JFS Wealth Advisors’s Prosperity Bancshares PB Stock Holding History

JFS Wealth Advisors’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 		$3.75K Buy
51
+4
+9% +$278 ﹤0.01% 1396
2026
Q1 		$3.17K Buy
47
+4
+9% +$280 ﹤0.01% 1358
2025
Q4 		$2.99K Buy
43
+25
+139% +$1.69K ﹤0.01% 1426
2025
Q3 		$1.2K Sell
18
-2
-10% -$137 ﹤0.01% 1582
2025
Q2 		$1.41K Sell
20
-39
-66% -$2.69K ﹤0.01% 1487
2025
Q1 		$4.21K Hold
59
– – ﹤0.01% 1182
2024
Q4 		$4.45K Buy
59
+1
+2% +$77 ﹤0.01% 1176
2024
Q3 		$4.18K Buy
58
+20
+53% +$1.4K ﹤0.01% 1186
2024
Q2 		$2.32K Hold
38
– – ﹤0.01% 1380
2024
Q1 		$2.5K Buy
38
+22
+138% +$1.4K ﹤0.01% 1363
2023
Q4 		$1.08K Sell
16
-7
-30% -$409 ﹤0.01% 1636
2023
Q3 		$1.26K Sell
23
-33
-59% -$1.92K ﹤0.01% 1525
2023
Q2 		$3.16K Buy
56
+6
+12% +$358 ﹤0.01% 1204
2023
Q1 		$3.08K Sell
50
-25
-33% -$1.78K ﹤0.01% 1193
2022
Q4 		$5.45K Sell
75
-7
-9% -$505 ﹤0.01% 960
2022
Q3 		$5K Buy
82
+38
+86% +$2.71K ﹤0.01% 1000
2022
Q2 		$3K Sell
44
-11
-20% -$755 ﹤0.01% 1216
2022
Q1 		$4K Buy
55
+31
+129% +$2.29K ﹤0.01% 1162
2021
Q4 		$2K Buy
+24
New +$1.78K ﹤0.01% 1131

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

JFS Wealth Advisors's PB Position: Q2 2026 in Review

JFS Wealth Advisors increased its Prosperity Bancshares (PB) stake by 8.5% in Q2 2026, buying an estimated $278 and bringing the position to 51 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

JFS Wealth Advisors first reported a position in PB in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.45K in Q4 2022. 453 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • JFS Wealth Advisors held 51 shares of Prosperity Bancshares worth $3.75K as of Q2 2026.
  • JFS Wealth Advisors bought 4 Prosperity Bancshares shares in Q2 2026, an estimated $278.
  • Prosperity Bancshares made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1396 holding.
  • JFS Wealth Advisors first reported a position in Prosperity Bancshares in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Prosperity Bancshares position peaked at $5.45K in Q4 2022.
  • 453 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.