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Legacy Financial Advisors’s Prosperity Bancshares PB Stock Holding History

Legacy Financial Advisors’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 		$207K Buy
+2,838
New +$197K 0.03% 418
2019
Q2 		– Sell
-10
Closed -$1K – 678
2019
Q1 		$1K Hold
10
– – ﹤0.01% 1000
2018
Q4 		$1K Hold
10
– – ﹤0.01% 926
2018
Q3 		$0 Hold
10
– – ﹤0.01% 935
2018
Q2 		$1K Hold
10
– – ﹤0.01% 885
2018
Q1 		$0 Hold
10
– – ﹤0.01% 880
2017
Q4 		$0 Buy
+10
New +$668 ﹤0.01% 847

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

Legacy Financial Advisors's PB Position: Q2 2026 in Review

Legacy Financial Advisors opened a new position in Prosperity Bancshares (PB) in Q2 2026: 2,838 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #418 among its holdings. This is a return to the name: Legacy Financial Advisors previously reported a position in PB as recently as Q1 2019.

Legacy Financial Advisors first reported a position in PB in Q4 2017 and has held it in 7 quarters since. 455 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Legacy Financial Advisors held 2,838 shares of Prosperity Bancshares worth $207K as of Q2 2026.
  • Prosperity Bancshares was a new Legacy Financial Advisors position in Q2 2026.
  • Prosperity Bancshares made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #418 holding.
  • Legacy Financial Advisors first reported a position in Prosperity Bancshares in Q4 2017 and has held it in 7 quarters since.
  • 455 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.