Journey Strategic Wealth’s Prosperity Bancshares PB Stock Holding History

Journey Strategic Wealth’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	$244K	Buy	+3,638	New	+$255K	0.01%	665

Other funds holding PB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Journey Strategic Wealth's PB Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in Prosperity Bancshares (PB) in Q1 2026: 3,638 shares worth $244K. The stake represents 0.01% of the portfolio and ranks #665 among its holdings.

435 funds tracked by Wall St. Rank hold PB as of Q1 2026.

Journey Strategic Wealth held 3,638 shares of Prosperity Bancshares worth $244K as of Q1 2026.
Prosperity Bancshares was a new Journey Strategic Wealth position in Q1 2026.
Prosperity Bancshares made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #665 holding.
435 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.