Lido Advisors
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Lido Advisors’s Prosperity Bancshares PB Stock Holding History

Lido 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 		$5.27M Buy
71,604
+3,463
+5% +$241K 0.01% 491
2026
Q1 		$4.62M Buy
+68,141
New +$4.78M 0.01% 474
2023
Q2 		– Sell
-19,602
Closed -$1.21M – 1280
2023
Q1 		$1.21M Buy
19,602
+2,869
+17% +$204K 0.01% 433
2022
Q4 		$1.22M Buy
16,733
+4,275
+34% +$309K 0.01% 373
2022
Q3 		$830K Buy
+12,458
New +$890K 0.01% 413

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

Lido Advisors's PB Position: Q2 2026 in Review

Lido Advisors increased its Prosperity Bancshares (PB) stake by 5.1% in Q2 2026, buying an estimated $241K and bringing the position to 71,604 shares worth $5.27M. The position accounts for 0.01% of the portfolio, ranked #491.

Lido Advisors first reported a position in PB in Q3 2022 and has held it in 5 quarters since. 455 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Lido Advisors held 71,604 shares of Prosperity Bancshares worth $5.27M as of Q2 2026.
  • Lido Advisors bought 3,463 Prosperity Bancshares shares in Q2 2026, an estimated $241K.
  • Prosperity Bancshares made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #491 holding.
  • Lido Advisors first reported a position in Prosperity Bancshares in Q3 2022 and has held it in 5 quarters since.
  • 455 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.