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NewSquare Capital’s Prosperity Bancshares PB Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-38
Closed -$2.67K – 917
2025
Q2 		$2.67K Buy
+38
New +$2.62K ﹤0.01% 918
2025
Q1 		– Sell
-6
Closed -$452 – 1214
2024
Q4 		$452 Buy
+6
New +$463 ﹤0.01% 734

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

NewSquare Capital's PB Position: Q3 2025 in Review

NewSquare Capital sold out of Prosperity Bancshares (PB) in Q3 2025, closing a stake of 38 shares — an estimated $2.67K sold.

NewSquare Capital first reported a position in PB in Q4 2024 and held it in 2 quarters. The position peaked at $2.67K in Q2 2025. 399 funds tracked by Wall St. Rank hold PB as of Q3 2025.

  • NewSquare Capital reported no remaining Prosperity Bancshares position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 38 Prosperity Bancshares shares in Q3 2025, an estimated $2.67K.
  • NewSquare Capital first reported a position in Prosperity Bancshares in Q4 2024 and held it in 2 quarters.
  • NewSquare Capital's Prosperity Bancshares position peaked at $2.67K in Q2 2025.
  • 399 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.