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Next Financial Group’s Prosperity Bancshares PB Stock Holding History

Next Financial 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
2021
Q4 		$4K Buy
56
+20
+56% +$1.48K ﹤0.01% 2483
2021
Q3 		$3K Hold
36
– – ﹤0.01% 2397
2021
Q2 		$3K Sell
36
-77
-68% -$5.75K ﹤0.01% 2337
2021
Q1 		$8K Buy
113
+77
+214% +$5.63K ﹤0.01% 1957
2020
Q4 		$3K Buy
+36
New +$2.21K ﹤0.01% 2120
2014
Q4 		– Sell
-800
Closed -$46K – 2222
2014
Q3 		$46K Buy
+800
New +$47.9K 0.01% 985

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Next Financial Group's PB Position: Q4 2021 in Review

Next Financial Group increased its Prosperity Bancshares (PB) stake by 56% in Q4 2021, buying an estimated $1.48K and bringing the position to 56 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #2483.

Next Financial Group first reported a position in PB in Q3 2014 and has held it in 6 quarters since. The position peaked at $46K in Q3 2014. 302 funds tracked by Wall St. Rank hold PB as of Q4 2021.

  • Next Financial Group held 56 shares of Prosperity Bancshares worth $4K as of Q4 2021.
  • Next Financial Group bought 20 Prosperity Bancshares shares in Q4 2021, an estimated $1.48K.
  • Prosperity Bancshares made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2483 holding.
  • Next Financial Group first reported a position in Prosperity Bancshares in Q3 2014 and has held it in 6 quarters since.
  • Next Financial Group's Prosperity Bancshares position peaked at $46K in Q3 2014.
  • 302 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.