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ORG Wealth Partners’s Prosperity Bancshares PB Stock Holding History

ORG Wealth 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
2026
Q2 		$365K Hold
5,000
– – 0.05% 177
2026
Q1 		$336K Sell
5,000
-2,500
-33% -$175K 0.07% 169
2025
Q4 		$518K Buy
7,500
+2,000
+36% +$135K 0.12% 120
2025
Q3 		$365K Hold
5,500
– – 0.08% 150
2025
Q2 		$401K Hold
5,500
– – 0.1% 133
2025
Q1 		$389K Buy
+5,500
New +$416K 0.12% 142

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

ORG Wealth Partners's PB Position: Q2 2026 in Review

ORG Wealth Partners held its Prosperity Bancshares (PB) position steady in Q2 2026 at 5,000 shares worth $365K. The position accounts for 0.05% of the portfolio, ranked #177.

ORG Wealth Partners first reported a position in PB in Q1 2025 and has held it in 6 quarters since. The position peaked at $518K in Q4 2025. 453 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • ORG Wealth Partners held 5,000 shares of Prosperity Bancshares worth $365K as of Q2 2026.
  • ORG Wealth Partners left its Prosperity Bancshares share count unchanged in Q2 2026.
  • Prosperity Bancshares made up 0.05% of ORG Wealth Partners's portfolio in Q2 2026, its #177 holding.
  • ORG Wealth Partners first reported a position in Prosperity Bancshares in Q1 2025 and has held it in 6 quarters since.
  • ORG Wealth Partners's Prosperity Bancshares position peaked at $518K in Q4 2025.
  • 453 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.