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Mutual Advisors’s Prosperity Bancshares PB Stock Holding History

Mutual Advisors’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
Q1 		$369K Buy
5,496
+1,831
+50% +$128K 0.01% 1035
2025
Q4 		$253K Buy
3,665
+77
+2% +$5.2K 0.01% 1159
2025
Q3 		$227K Buy
+3,588
New +$247K 0.01% 1171

Other funds holding PB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mutual Advisors's PB Position: Q1 2026 in Review

Mutual Advisors increased its Prosperity Bancshares (PB) stake by 50% in Q1 2026, buying an estimated $128K and bringing the position to 5,496 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #1035.

Mutual Advisors first reported a position in PB in Q3 2025 and has held it in 3 quarters since. 430 funds tracked by Wall St. Rank hold PB as of Q1 2026.

  • Mutual Advisors held 5,496 shares of Prosperity Bancshares worth $369K as of Q1 2026.
  • Mutual Advisors bought 1,831 Prosperity Bancshares shares in Q1 2026, an estimated $128K.
  • Prosperity Bancshares made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1035 holding.
  • Mutual Advisors first reported a position in Prosperity Bancshares in Q3 2025 and has held it in 3 quarters since.
  • 430 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.