KF
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Krilogy Financial’s Prosperity Bancshares PB Stock Holding History

Krilogy Financial’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 		$754K Buy
10,324
+1,692
+20% +$118K 0.02% 479
2026
Q1 		$597K Sell
8,632
-596
-6% -$41.8K 0.02% 529
2025
Q4 		$664K Buy
9,228
+1,286
+16% +$86.8K 0.02% 458
2025
Q3 		$530K Buy
+7,942
New +$546K 0.02% 510

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

Krilogy Financial's PB Position: Q2 2026 in Review

Krilogy Financial increased its Prosperity Bancshares (PB) stake by 20% in Q2 2026, buying an estimated $118K and bringing the position to 10,324 shares worth $754K. The position accounts for 0.02% of the portfolio, ranked #479.

Krilogy Financial first reported a position in PB in Q3 2025 and has held it in 4 quarters since. 455 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Krilogy Financial held 10,324 shares of Prosperity Bancshares worth $754K as of Q2 2026.
  • Krilogy Financial bought 1,692 Prosperity Bancshares shares in Q2 2026, an estimated $118K.
  • Prosperity Bancshares made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #479 holding.
  • Krilogy Financial first reported a position in Prosperity Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 455 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.