Krilogy Financial
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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
Q3 		$684K Sell
10,301
-23
-0.2% -$1.66K 0.02% 555
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

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Krilogy Financial's PB Position: Q3 2026 in Review

Krilogy Financial reduced its Prosperity Bancshares (PB) stake by 0.22% in Q3 2026, selling an estimated $1.66K and leaving 10,301 shares worth $684K. The position accounts for 0.02% of the portfolio, ranked #555.

Krilogy Financial first reported a position in PB in Q3 2025 and has held it in 5 quarters since. The position peaked at $754K in Q2 2026. 111 funds tracked by Wall St. Rank hold PB as of Q3 2026.

  • Krilogy Financial held 10,301 shares of Prosperity Bancshares worth $684K as of Q3 2026.
  • Krilogy Financial sold 23 Prosperity Bancshares shares in Q3 2026, an estimated $1.66K.
  • Prosperity Bancshares made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #555 holding.
  • Krilogy Financial first reported a position in Prosperity Bancshares in Q3 2025 and has held it in 5 quarters since.
  • Krilogy Financial's Prosperity Bancshares position peaked at $754K in Q2 2026.
  • 111 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.