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Naples Money Management’s Prosperity Bancshares PB Stock Holding History

Naples Money Management’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
Q3 		$2.96K Hold
41
– – ﹤0.01% 274
2024
Q2 		$2.48K Buy
41
+21
+105% +$1.29K ﹤0.01% 297
2024
Q1 		$1.32K Hold
20
– – ﹤0.01% 344
2023
Q4 		$1.35K Buy
+20
New +$1.17K ﹤0.01% 357

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $315B AUM 27.84% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Naples Money Management's PB Position: Q3 2024 in Review

Naples Money Management held its Prosperity Bancshares (PB) position steady in Q3 2024 at 41 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Naples Money Management first reported a position in PB in Q4 2023 and has held it in 4 quarters since. 356 funds tracked by Wall St. Rank hold PB as of Q3 2024.

  • Naples Money Management held 41 shares of Prosperity Bancshares worth $2.96K as of Q3 2024.
  • Naples Money Management left its Prosperity Bancshares share count unchanged in Q3 2024.
  • Prosperity Bancshares made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #274 holding.
  • Naples Money Management first reported a position in Prosperity Bancshares in Q4 2023 and has held it in 4 quarters since.
  • 356 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.