McDaniel Terry & Co
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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
2026
Q3 		$1.17M Buy
+17,653
New +$1.27M 0.09% 47
2024
Q2 		– Sell
-15,425
Closed -$1.02M – 101
2024
Q1 		$1.02M 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

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

McDaniel Terry & Co's PB Position: Q3 2026 in Review

McDaniel Terry & Co opened a new position in Prosperity Bancshares (PB) in Q3 2026: 17,653 shares worth $1.17M. The stake represents 0.09% of the portfolio and ranks #47 among its holdings. This is a return to the name: McDaniel Terry & Co previously reported a position in PB as recently as Q1 2024.

McDaniel Terry & Co first reported a position in PB in Q1 2023 and has held it in 6 quarters since. 319 funds tracked by Wall St. Rank hold PB as of Q3 2026.

  • McDaniel Terry & Co held 17,653 shares of Prosperity Bancshares worth $1.17M as of Q3 2026.
  • Prosperity Bancshares was a new McDaniel Terry & Co position in Q3 2026.
  • Prosperity Bancshares made up 0.09% of McDaniel Terry & Co's portfolio in Q3 2026, its #47 holding.
  • McDaniel Terry & Co first reported a position in Prosperity Bancshares in Q1 2023 and has held it in 6 quarters since.
  • 319 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2026.

Based on McDaniel Terry & Co's 13F filing for Q3 2026, filed 5 Nov 2026.