KWMG LLC’s Prosperity Bancshares PB Stock Holding History

KWMG LLC’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	$7.39M	Buy	101,224 +2,399	+2%	+$167K	0.53%	62
2026 Q1	$6.64M	Buy	98,825 +2,898	+3%	+$203K	0.55%	67
2025 Q4	$6.63M	Buy	95,927 +3,291	+4%	+$222K	0.57%	63
2025 Q3	$6.15M	Buy	92,636 +2,523	+3%	+$173K	0.54%	65
2025 Q2	$6.33M	Buy	90,113 +1,939	+2%	+$134K	0.59%	60
2025 Q1	$6.29M	Buy	88,174 +543	+0.6%	+$41.1K	0.64%	49
2024 Q4	$6.6M	Sell	87,631 -2,764	-3%	-$213K	0.68%	51
2024 Q3	$6.51M	Buy	90,395 +170	+0.2%	+$11.9K	0.66%	51
2024 Q2	$5.52M	Buy	90,225 +7,314	+9%	+$451K	0.59%	65
2024 Q1	$5.45M	Buy	82,911 +2,501	+3%	+$159K	0.6%	64
2023 Q4	$5.45M	Buy	80,410 +1,958	+2%	+$114K	0.64%	57
2023 Q3	$4.28M	Buy	78,452 +3,754	+5%	+$218K	0.54%	71
2023 Q2	$4.22M	Buy	74,698 +6,914	+10%	+$413K	0.52%	73
2023 Q1	$4.17M	Buy	67,784 +1,602	+2%	+$114K	0.56%	65
2022 Q4	$4.81M	Buy	66,182 +1,204	+2%	+$86.9K	0.68%	46
2022 Q3	$4.33M	Buy	64,978 +2,014	+3%	+$144K	0.67%	47
2022 Q2	$4.3M	Buy	62,964 +2,839	+5%	+$195K	0.65%	48
2022 Q1	$4.17M	Buy	60,125 +2,898	+5%	+$214K	0.57%	64
2021 Q4	$4.14M	Buy	57,227 +2,483	+5%	+$184K	0.56%	63
2021 Q3	$3.89M	Buy	54,744 +3,231	+6%	+$224K	0.57%	65
2021 Q2	$3.58M	Buy	51,513 +2,053	+4%	+$153K	0.54%	68
2021 Q1	$3.7M	Buy	49,460 +2,103	+4%	+$154K	0.59%	60
2020 Q4	$3.29M	Buy	47,357 +932	+2%	+$57.2K	0.59%	60
2020 Q3	$2.41M	Buy	46,425 +2,453	+6%	+$134K	0.49%	71
2020 Q2	$2.61M	Buy	43,972 +4,397	+11%	+$254K	0.56%	59
2020 Q1	$1.91M	Sell	39,575 -222	-0.6%	-$14.4K	0.51%	65
2019 Q4	$2.86M	Buy	39,797 +1,815	+5%	+$128K	0.63%	49
2019 Q3	$2.68M	Buy	37,982 +1,131	+3%	+$76K	0.64%	47
2019 Q2	$2.43M	Buy	36,851 +1,432	+4%	+$99.1K	0.59%	55
2019 Q1	$2.45M	Buy	35,419 +1,120	+3%	+$79.9K	0.61%	49
2018 Q4	$2.14M	Buy	34,299 +2,695	+9%	+$178K	0.58%	48
2018 Q3	$2.19M	Buy	31,604 +1,138	+4%	+$81.9K	0.56%	60
2018 Q2	$2.08M	Buy	30,466 +1,477	+5%	+$108K	0.57%	53
2018 Q1	$2.1M	Buy	28,989 +1,998	+7%	+$150K	0.62%	48
2017 Q4	$1.89M	Buy	26,991 +1,011	+4%	+$67.6K	0.57%	59
2017 Q3	$1.71M	Buy	25,980 +1,592	+7%	+$99.7K	0.56%	56
2017 Q2	$1.57M	Buy	24,388 +1,745	+8%	+$115K	0.55%	60
2017 Q1	$1.58M	Buy	22,643 +4,090	+22%	+$297K	0.61%	43
2016 Q4	$1.33M	Buy	18,553 +3,444	+23%	+$215K	0.58%	50
2016 Q3	$829K	Buy	15,109 +1,862	+14%	+$98.7K	0.4%	75
2016 Q2	$675K	Buy	13,247 +1,095	+9%	+$55.1K	0.37%	82
2016 Q1	$564K	Buy	12,152 +2,396	+25%	+$101K	0.33%	94
2015 Q4	$467K	Buy	9,756 +1,963	+25%	+$101K	0.32%	92
2015 Q3	$383K	Buy	+7,793	New	+$411K	0.29%	92

Other funds holding PB

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return

Lexington Hill Partners Dallas, Texas $206M AUM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return