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Paloma Partners’s Prosperity Bancshares PB Stock Holding History

Paloma 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
2024
Q4 		– Sell
-3,498
Closed -$252K – 868
2024
Q3 		$252K Buy
+3,498
New +$244K 0.01% 890
2022
Q1 		– Sell
-11,697
Closed -$846K – 2113
2021
Q4 		$846K Buy
+11,697
New +$866K 0.01% 793
2021
Q2 		– Sell
-8,059
Closed -$603K – 2148
2021
Q1 		$603K Buy
8,059
+3,644
+83% +$266K 0.01% 995
2020
Q4 		$306K Sell
4,415
-2,329
-35% -$143K 0.01% 1157
2020
Q3 		$349K Sell
6,744
-18,263
-73% -$1M 0.01% 1385
2020
Q2 		$1.49M Buy
+25,007
New +$1.44M 0.03% 747
2020
Q1 		– Sell
-284,086
Closed -$20.4M – 1855
2019
Q4 		$20.4M Buy
+284,086
New +$20.1M 0.31% 31
2019
Q3 		– Sell
-6,454
Closed -$426K – 2198
2019
Q2 		$426K Buy
+6,454
New +$447K 0.01% 1127
2019
Q1 		– Sell
-66,654
Closed -$4.15M – 1866
2018
Q4 		$4.15M Buy
66,654
+35,172
+112% +$2.32M 0.13% 123
2018
Q3 		$2.18M Buy
+31,482
New +$2.27M 0.04% 423
2018
Q1 		– Sell
-32,241
Closed -$2.26M – 2191
2017
Q4 		$2.26M Buy
32,241
+18,931
+142% +$1.26M 0.03% 618
2017
Q3 		$874K Sell
13,310
-135,474
-91% -$8.48M 0.01% 1226
2017
Q2 		$9.56M Buy
+148,784
New +$9.8M 0.11% 146
2016
Q3 		– Sell
-5,242
Closed -$267K – 2050
2016
Q2 		$267K Buy
+5,242
New +$264K ﹤0.01% 1824
2016
Q1 		– Sell
-12,162
Closed -$583K – 2011
2015
Q4 		$583K Buy
12,162
+5,397
+80% +$277K 0.02% 948
2015
Q3 		$332K Buy
+6,765
New +$357K 0.01% 1237
2015
Q2 		– Sell
-5,246
Closed -$275K – 1904
2015
Q1 		$275K Buy
+5,246
New +$266K 0.01% 985

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Paloma Partners's PB Position: Q4 2024 in Review

Paloma Partners sold out of Prosperity Bancshares (PB) in Q4 2024, closing a stake of 3,498 shares — an estimated $252K sold.

Paloma Partners first reported a position in PB in Q1 2015 and held it in 17 quarters. The position peaked at $20.4M in Q4 2019. 368 funds tracked by Wall St. Rank hold PB as of Q4 2024.

  • Paloma Partners reported no remaining Prosperity Bancshares position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 3,498 Prosperity Bancshares shares in Q4 2024, an estimated $252K.
  • Paloma Partners first reported a position in Prosperity Bancshares in Q1 2015 and held it in 17 quarters.
  • Paloma Partners's Prosperity Bancshares position peaked at $20.4M in Q4 2019.
  • 368 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.