MBL Wealth
PB icon

MBL Wealth’s Prosperity Bancshares PB Stock Holding History

MBL Wealth’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 		$322K Buy
4,859
+2,012
+71% +$145K 0.02% 445
2026
Q2 		$208K Buy
+2,847
New +$198K 0.01% 371

Other funds holding PB

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

MBL Wealth's PB Position: Q3 2026 in Review

MBL Wealth increased its Prosperity Bancshares (PB) stake by 71% in Q3 2026, buying an estimated $145K and bringing the position to 4,859 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #445.

MBL Wealth first reported a position in PB in Q2 2026 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold PB as of Q3 2026.

  • MBL Wealth held 4,859 shares of Prosperity Bancshares worth $322K as of Q3 2026.
  • MBL Wealth bought 2,012 Prosperity Bancshares shares in Q3 2026, an estimated $145K.
  • Prosperity Bancshares made up 0.02% of MBL Wealth's portfolio in Q3 2026, its #445 holding.
  • MBL Wealth first reported a position in Prosperity Bancshares in Q2 2026 and has held it in 2 quarters since.
  • 360 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.