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Merit Financial Group’s Prosperity Bancshares PB Stock Holding History

Merit Financial 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
Q2 		$1.76M Buy
24,149
+1,230
+5% +$85.6K 0.01% 806
2026
Q1 		$1.54M Buy
22,919
+3,502
+18% +$245K 0.01% 794
2025
Q4 		$1.34M Buy
19,417
+10,654
+122% +$719K 0.01% 800
2025
Q3 		$581K Buy
8,763
+1,065
+14% +$73.2K 0.01% 1094
2025
Q2 		$541K Buy
+7,698
New +$530K 0.01% 1066

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

Merit Financial Group's PB Position: Q2 2026 in Review

Merit Financial Group increased its Prosperity Bancshares (PB) stake by 5.4% in Q2 2026, buying an estimated $85.6K and bringing the position to 24,149 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #806.

Merit Financial Group first reported a position in PB in Q2 2025 and has held it in 5 quarters since. 455 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Merit Financial Group held 24,149 shares of Prosperity Bancshares worth $1.76M as of Q2 2026.
  • Merit Financial Group bought 1,230 Prosperity Bancshares shares in Q2 2026, an estimated $85.6K.
  • Prosperity Bancshares made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #806 holding.
  • Merit Financial Group first reported a position in Prosperity Bancshares in Q2 2025 and has held it in 5 quarters since.
  • 455 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.