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O'Shaughnessy Asset Management’s Prosperity Bancshares PB Stock Holding History

O'Shaughnessy Asset Management’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 		– Sell
-7,160
Closed -$481K – 2780
2026
Q1 		$481K Sell
7,160
-1,316
-16% -$92.3K ﹤0.01% 1546
2025
Q4 		$586K Buy
8,476
+3,451
+69% +$233K ﹤0.01% 1414
2025
Q3 		$333K Sell
5,025
-1,297
-21% -$89.1K ﹤0.01% 1694
2025
Q2 		$444K Buy
6,322
+1,882
+42% +$130K ﹤0.01% 1444
2025
Q1 		$317K Buy
4,440
+656
+17% +$49.7K ﹤0.01% 1552
2024
Q4 		$285K Buy
3,784
+632
+20% +$48.8K ﹤0.01% 1563
2024
Q3 		$230K Buy
+3,152
New +$220K ﹤0.01% 1606
2021
Q4 		– Sell
-274
Closed -$19K – 2112
2021
Q3 		$19K Buy
274
+182
+198% +$12.6K ﹤0.01% 1959
2021
Q2 		$7K Buy
92
+71
+338% +$5.31K ﹤0.01% 2078
2021
Q1 		$2K Buy
21
+18
+600% +$1.32K ﹤0.01% 2088
2020
Q4 		$0 Sell
3
-6
-67% -$368 ﹤0.01% 2184
2020
Q3 		$0 Buy
+9
New +$493 ﹤0.01% 1965
2020
Q2 		– Sell
-112
Closed -$5K – 1850
2020
Q1 		$5K Buy
+112
New +$7.29K ﹤0.01% 1080

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 $3.38T AUM 44.17% 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

O'Shaughnessy Asset Management's PB Position: Q2 2026 in Review

O'Shaughnessy Asset Management sold out of Prosperity Bancshares (PB) in Q2 2026, closing a stake of 7,160 shares — an estimated $481K sold.

O'Shaughnessy Asset Management first reported a position in PB in Q1 2020 and held it in 13 quarters. The position peaked at $586K in Q4 2025. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • O'Shaughnessy Asset Management reported no remaining Prosperity Bancshares position as of Q2 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 7,160 Prosperity Bancshares shares in Q2 2026, an estimated $481K.
  • O'Shaughnessy Asset Management first reported a position in Prosperity Bancshares in Q1 2020 and held it in 13 quarters.
  • O'Shaughnessy Asset Management's Prosperity Bancshares position peaked at $586K in Q4 2025.
  • 456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.