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Newbridge Financial Services Group’s Prosperity Bancshares PB Stock Holding History

Newbridge Financial Services 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
2025
Q1 		– Sell
-13
Closed -$980 – 1124
2024
Q4 		$980 Buy
+13
New +$1K ﹤0.01% 1020
2023
Q2 		– Sell
-100
Closed -$6.15K – 1418
2023
Q1 		$6.15K Hold
100
– – ﹤0.01% 1016
2022
Q4 		$7.27K Buy
+100
New +$7.22K ﹤0.01% 986

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Newbridge Financial Services Group's PB Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of Prosperity Bancshares (PB) in Q1 2025, closing a stake of 13 shares — an estimated $980 sold.

Newbridge Financial Services Group first reported a position in PB in Q4 2022 and held it in 3 quarters. The position peaked at $7.27K in Q4 2022. 388 funds tracked by Wall St. Rank hold PB as of Q1 2025.

  • Newbridge Financial Services Group reported no remaining Prosperity Bancshares position as of Q1 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 13 Prosperity Bancshares shares in Q1 2025, an estimated $980.
  • Newbridge Financial Services Group first reported a position in Prosperity Bancshares in Q4 2022 and held it in 3 quarters.
  • Newbridge Financial Services Group's Prosperity Bancshares position peaked at $7.27K in Q4 2022.
  • 388 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.