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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

KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NERM
New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return
LHP
Lexington Hill Partners Dallas, Texas $206M AUM
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return