NewEdge Advisors’s Prosperity Bancshares PB Stock Holding History

NewEdge 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	$857K	Buy	12,762 +1,700	+15%	+$119K	﹤0.01%	1596
2025 Q4	$765K	Buy	11,062 +2,451	+28%	+$165K	﹤0.01%	1654
2025 Q3	$571K	Buy	8,611 +1,235	+17%	+$84.9K	﹤0.01%	1735
2025 Q2	$518K	Buy	7,376 +81	+1%	+$5.58K	﹤0.01%	1660
2025 Q1	$521K	Buy	7,295 +1,962	+37%	+$149K	﹤0.01%	1565
2024 Q4	$402K	Buy	5,333 +715	+15%	+$55.2K	﹤0.01%	1688
2024 Q3	$333K	Buy	4,618 +3,297	+250%	+$230K	﹤0.01%	1740
2024 Q2	$80.7K	Buy	1,321 +12	+0.9%	+$740	﹤0.01%	2184
2024 Q1	$86.1K	Buy	1,309 +296	+29%	+$18.9K	﹤0.01%	2111
2023 Q4	$68.6K	Buy	1,013 +4	+0.4%	+$234	﹤0.01%	2106
2023 Q3	$55.1K	Sell	1,009 -54	-5%	-$3.13K	﹤0.01%	2068
2023 Q2	$60.1K	Buy	1,063 +73	+7%	+$4.36K	﹤0.01%	2032
2023 Q1	$60.9K	Sell	990 -440	-31%	-$31.3K	﹤0.01%	1919
2022 Q4	$41.2K	Buy	+1,430	New	+$103K	﹤0.01%	1801
2018 Q4	–	Sell	-3,048	Closed	-$211K	–	691
2018 Q3	$211K	Sell	3,048 -51	-2%	-$3.67K	0.02%	602
2018 Q2	$212	Buy	+3,099	New	+$226K	0.02%	504

Other funds holding PB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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