Laird Norton Wetherby Wealth Management’s Prosperity Bancshares PB Stock Holding History

Laird Norton Wetherby 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
2024 Q4	$231K	Sell	3,069 -143	-4%	-$11K	0.01%	789
2024 Q3	$231K	Buy	+3,212	New	+$224K	0.01%	817
2024 Q2	–	Sell	-3,263	Closed	-$215K	–	962
2024 Q1	$215K	Sell	3,263 -180	-5%	-$11.5K	0.01%	863
2023 Q4	$233K	Buy	+3,443	New	+$201K	0.01%	808
2022 Q1	–	Sell	-2,770	Closed	-$200K	–	958
2021 Q4	$200K	Sell	2,770 -117	-4%	-$8.66K	0.01%	873
2021 Q3	$205K	Sell	2,887 -38	-1%	-$2.63K	0.01%	853
2021 Q2	$210K	Buy	+2,925	New	+$219K	0.01%	855

Other funds holding PB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's PB Position: Q4 2024 in Review

Laird Norton Wetherby Wealth Management reduced its Prosperity Bancshares (PB) stake by 4.5% in Q4 2024, selling an estimated $11K and leaving 3,069 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #789.

Laird Norton Wetherby Wealth Management first reported a position in PB in Q2 2021 and has held it in 7 quarters since. The position peaked at $233K in Q4 2023. 368 funds tracked by Wall St. Rank hold PB as of Q4 2024.

Laird Norton Wetherby Wealth Management held 3,069 shares of Prosperity Bancshares worth $231K as of Q4 2024.
Laird Norton Wetherby Wealth Management sold 143 Prosperity Bancshares shares in Q4 2024, an estimated $11K.
Prosperity Bancshares made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q4 2024, its #789 holding.
Laird Norton Wetherby Wealth Management first reported a position in Prosperity Bancshares in Q2 2021 and has held it in 7 quarters since.
Laird Norton Wetherby Wealth Management's Prosperity Bancshares position peaked at $233K in Q4 2023.
368 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.