Occudo Quantitative Strategies’s Prosperity Bancshares PB Stock Holding History

Occudo Quantitative Strategies’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 Q4	–	Sell	-25,982	Closed	-$1.72M	–	864
2025 Q3	$1.72M	Buy	+25,982	New	+$1.79M	0.21%	128
2023 Q4	–	Sell	-4,405	Closed	-$240K	–	1095
2023 Q3	$240K	Buy	+4,405	New	+$256K	0.03%	743
2023 Q1	–	Sell	-16,618	Closed	-$1.21M	–	1123
2022 Q4	$1.21M	Buy	+16,618	New	+$1.2M	0.14%	231
2022 Q2	–	Sell	-13,803	Closed	-$958K	–	1321
2022 Q1	$958K	Buy	13,803 +2,221	+19%	+$164K	0.08%	393
2021 Q4	$837K	Buy	11,582 +4,649	+67%	+$344K	0.07%	425
2021 Q3	$493K	Buy	6,933 +1,836	+36%	+$127K	0.06%	547
2021 Q2	$366K	Buy	+5,097	New	+$381K	0.06%	522

Other funds holding PB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

AQR Capital Management

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

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return