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

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return

Lexington Hill Partners Dallas, Texas $206M AUM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return