KWM
PB icon

Kingsview Wealth Management’s Prosperity Bancshares PB Stock Holding History

Kingsview 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
2025
Q4 		– Sell
-37,735
Closed -$2.5M – 1308
2025
Q3 		$2.5M Hold
37,735
– – 0.04% 414
2025
Q2 		$2.65M Hold
37,735
– – 0.04% 382
2025
Q1 		$2.69M Hold
37,735
– – 0.05% 323
2024
Q4 		$2.84M Hold
37,735
– – 0.06% 309
2024
Q3 		$2.72M Sell
37,735
-3,000
-7% -$210K 0.06% 299
2024
Q2 		$2.49M Buy
40,735
+5,118
+14% +$315K 0.06% 295
2024
Q1 		$2.34M Buy
+35,617
New +$2.27M 0.06% 305

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Kingsview Wealth Management's PB Position: Q4 2025 in Review

Kingsview Wealth Management sold out of Prosperity Bancshares (PB) in Q4 2025, closing a stake of 37,735 shares — an estimated $2.5M sold.

Kingsview Wealth Management first reported a position in PB in Q1 2024 and held it in 7 quarters. The position peaked at $2.84M in Q4 2024. 418 funds tracked by Wall St. Rank hold PB as of Q4 2025.

  • Kingsview Wealth Management reported no remaining Prosperity Bancshares position as of Q4 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 37,735 Prosperity Bancshares shares in Q4 2025, an estimated $2.5M.
  • Kingsview Wealth Management first reported a position in Prosperity Bancshares in Q1 2024 and held it in 7 quarters.
  • Kingsview Wealth Management's Prosperity Bancshares position peaked at $2.84M in Q4 2024.
  • 418 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2025.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.