Mather Group’s Prosperity Bancshares PB Stock Holding History

Mather Group’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 Q3	$152K	Buy	2,295 +1,939	+545%	+$140K	﹤0.01%	854
2026 Q2	$26K	Hold	356	–	–	﹤0.01%	1270
2026 Q1	$23.9K	Buy	+356	New	+$25K	﹤0.01%	1238
2025 Q4	–	Sell	-388	Closed	-$25.7K	–	1362
2025 Q3	$25.7K	Buy	+388	New	+$26.7K	﹤0.01%	1060
2025 Q2	–	Sell	-640	Closed	-$45.7K	–	1397
2025 Q1	$45.7K	Sell	640 -42	-6%	-$3.18K	﹤0.01%	909
2024 Q4	$51.4K	Buy	682 +1	+0.1%	+$77	﹤0.01%	869
2024 Q3	$49.1K	Sell	681 -38	-5%	-$2.66K	﹤0.01%	882
2024 Q2	$47.3K	Sell	719 -23	-3%	-$1.42K	﹤0.01%	1013
2024 Q1	$50.3K	Buy	+742	New	+$47.3K	﹤0.01%	868

Other funds holding PB

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Mather Group's PB Position: Q3 2026 in Review

Mather Group increased its Prosperity Bancshares (PB) stake by 545% in Q3 2026, buying an estimated $140K and bringing the position to 2,295 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Mather Group first reported a position in PB in Q1 2024 and has held it in 9 quarters since. 68 funds tracked by Wall St. Rank hold PB as of Q3 2026.

Mather Group held 2,295 shares of Prosperity Bancshares worth $152K as of Q3 2026.
Mather Group bought 1,939 Prosperity Bancshares shares in Q3 2026, an estimated $140K.
Prosperity Bancshares made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #854 holding.
Mather Group first reported a position in Prosperity Bancshares in Q1 2024 and has held it in 9 quarters since.
68 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.