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Olistico Wealth’s Prosperity Bancshares PB Stock Holding History

Olistico Wealth’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
Q2 		$210K Hold
2,872
– – 0.09% 98
2026
Q1 		$193K Hold
2,872
– – 0.1% 100
2025
Q4 		$198K Buy
+2,872
New +$194K 0.1% 94
2025
Q3 		– Sell
-2,872
Closed -$202K – 266
2025
Q2 		$202K Hold
2,872
– – 0.11% 95
2025
Q1 		$205K Hold
2,872
– – 0.13% 98
2024
Q4 		$216K Buy
2,872
+1,388
+94% +$107K 0.13% 96
2024
Q3 		$107K Hold
1,484
– – 0.07% 125
2024
Q2 		$90.7K Buy
+1,484
New +$91.5K 0.06% 133

Other funds holding PB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Olistico Wealth's PB Position: Q2 2026 in Review

Olistico Wealth held its Prosperity Bancshares (PB) position steady in Q2 2026 at 2,872 shares worth $210K. The position accounts for 0.09% of the portfolio, ranked #98.

Olistico Wealth first reported a position in PB in Q2 2024 and has held it in 8 quarters since. The position peaked at $216K in Q4 2024. 455 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Olistico Wealth held 2,872 shares of Prosperity Bancshares worth $210K as of Q2 2026.
  • Olistico Wealth left its Prosperity Bancshares share count unchanged in Q2 2026.
  • Prosperity Bancshares made up 0.09% of Olistico Wealth's portfolio in Q2 2026, its #98 holding.
  • Olistico Wealth first reported a position in Prosperity Bancshares in Q2 2024 and has held it in 8 quarters since.
  • Olistico Wealth's Prosperity Bancshares position peaked at $216K in Q4 2024.
  • 455 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.