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Lakeridge Wealth Management’s Prosperity Bancshares PB Stock Holding History

Lakeridge 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
2026
Q2 		$202K Buy
+2,772
New +$193K 0.07% 181
2025
Q1 		– Sell
-2,772
Closed -$209K – 157
2024
Q4 		$209K Buy
+2,772
New +$214K 0.11% 142

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

Lakeridge Wealth Management's PB Position: Q2 2026 in Review

Lakeridge Wealth Management opened a new position in Prosperity Bancshares (PB) in Q2 2026: 2,772 shares worth $202K. The stake represents 0.07% of the portfolio and ranks #181 among its holdings. This is a return to the name: Lakeridge Wealth Management previously reported a position in PB as recently as Q4 2024.

Lakeridge Wealth Management first reported a position in PB in Q4 2024 and has held it in 2 quarters since. The position peaked at $209K in Q4 2024. 455 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Lakeridge Wealth Management held 2,772 shares of Prosperity Bancshares worth $202K as of Q2 2026.
  • Prosperity Bancshares was a new Lakeridge Wealth Management position in Q2 2026.
  • Prosperity Bancshares made up 0.07% of Lakeridge Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Lakeridge Wealth Management first reported a position in Prosperity Bancshares in Q4 2024 and has held it in 2 quarters since.
  • Lakeridge Wealth Management's Prosperity Bancshares position peaked at $209K in Q4 2024.
  • 455 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.