MTC
PB icon

McDaniel Terry & Co’s Prosperity Bancshares PB Stock Holding History

McDaniel Terry & Co’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
2024
Q2 		– Sell
-15,425
Closed -$1.01M – 101
2024
Q1 		$1.01M Hold
15,425
– – 0.09% 52
2023
Q4 		$1.04M Hold
15,425
– – 0.1% 51
2023
Q3 		$842K Hold
15,425
– – 0.09% 56
2023
Q2 		$871K Hold
15,425
– – 0.09% 51
2023
Q1 		$949K Buy
+15,425
New +$1.1M 0.1% 45

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

McDaniel Terry & Co's PB Position: Q2 2024 in Review

McDaniel Terry & Co sold out of Prosperity Bancshares (PB) in Q2 2024, closing a stake of 15,425 shares — an estimated $1.01M sold.

McDaniel Terry & Co first reported a position in PB in Q1 2023 and held it in 5 quarters. The position peaked at $1.04M in Q4 2023. 332 funds tracked by Wall St. Rank hold PB as of Q2 2024.

  • McDaniel Terry & Co reported no remaining Prosperity Bancshares position as of Q2 2024 after selling out during the quarter.
  • McDaniel Terry & Co sold 15,425 Prosperity Bancshares shares in Q2 2024, an estimated $1.01M.
  • McDaniel Terry & Co first reported a position in Prosperity Bancshares in Q1 2023 and held it in 5 quarters.
  • McDaniel Terry & Co's Prosperity Bancshares position peaked at $1.04M in Q4 2023.
  • 332 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2024.

Based on McDaniel Terry & Co's 13F filing for Q2 2024, filed 5 Aug 2024.