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ORG Partners’s Prosperity Bancshares PB Stock Holding History

ORG Partners’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
Q1 		– Sell
-5,500
Closed -$414K – 1545
2024
Q4 		$414K Buy
5,500
+2,000
+57% +$154K 0.06% 211
2024
Q3 		$252K Hold
3,500
– – 0.04% 247
2024
Q2 		$212K Buy
+3,500
New +$216K 0.03% 412
2024
Q1 		– Sell
-3,500
Closed -$237K – 916
2023
Q4 		$237K Hold
3,500
– – 0.04% 269
2023
Q3 		$191K Hold
3,500
– – 0.06% 288
2023
Q2 		$202K Buy
+3,500
New +$209K 0.03% 369

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

ORG Partners's PB Position: Q1 2025 in Review

ORG Partners sold out of Prosperity Bancshares (PB) in Q1 2025, closing a stake of 5,500 shares — an estimated $414K sold.

ORG Partners first reported a position in PB in Q2 2023 and held it in 6 quarters. The position peaked at $414K in Q4 2024. 388 funds tracked by Wall St. Rank hold PB as of Q1 2025.

  • ORG Partners reported no remaining Prosperity Bancshares position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 5,500 Prosperity Bancshares shares in Q1 2025, an estimated $414K.
  • ORG Partners first reported a position in Prosperity Bancshares in Q2 2023 and held it in 6 quarters.
  • ORG Partners's Prosperity Bancshares position peaked at $414K in Q4 2024.
  • 388 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.