Jones Financial Companies
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Jones Financial Companies’s Prosperity Bancshares PB Stock Holding History

Jones Financial Companies’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 		$154K Buy
2,076
+734
+55% +$51.1K ﹤0.01% 2685
2026
Q1 		$87.7K Buy
1,342
+533
+66% +$37.4K ﹤0.01% 2721
2025
Q4 		$55.9K Sell
809
-137
-14% -$9.24K ﹤0.01% 2470
2025
Q3 		$62.9K Buy
946
+110
+13% +$7.56K ﹤0.01% 2285
2025
Q2 		$58.6K Buy
836
+136
+19% +$9.37K ﹤0.01% 2159
2025
Q1 		$49.4K Buy
700
+180
+35% +$13.6K ﹤0.01% 2069
2024
Q4 		$39.2K Buy
520
+409
+368% +$31.6K ﹤0.01% 1972
2024
Q3 		$7.84K Hold
111
– – ﹤0.01% 2304
2024
Q2 		$6.77K Buy
111
+52
+88% +$3.21K ﹤0.01% 1875
2024
Q1 		$3.87K Buy
+59
New +$3.76K ﹤0.01% 1194

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 $3.38T AUM 44.17% 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

Jones Financial Companies's PB Position: Q2 2026 in Review

Jones Financial Companies increased its Prosperity Bancshares (PB) stake by 55% in Q2 2026, buying an estimated $51.1K and bringing the position to 2,076 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #2685.

Jones Financial Companies first reported a position in PB in Q1 2024 and has held it in 10 quarters since. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Jones Financial Companies held 2,076 shares of Prosperity Bancshares worth $154K as of Q2 2026.
  • Jones Financial Companies bought 734 Prosperity Bancshares shares in Q2 2026, an estimated $51.1K.
  • Prosperity Bancshares made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2685 holding.
  • Jones Financial Companies first reported a position in Prosperity Bancshares in Q1 2024 and has held it in 10 quarters since.
  • 456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.