PFO
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Pathstone Family Office’s Prosperity Bancshares PB Stock Holding History

Pathstone Family Office’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
2023
Q1 		– Sell
-2,843
Closed -$207K – 1429
2022
Q4 		$207K Buy
+2,843
New +$205K ﹤0.01% 1373

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Pathstone Family Office's PB Position: Q1 2023 in Review

Pathstone Family Office sold out of Prosperity Bancshares (PB) in Q1 2023, closing a stake of 2,843 shares — an estimated $207K sold.

Pathstone Family Office first reported a position in PB in Q4 2022 and held it in 1 quarter. The position peaked at $207K in Q4 2022. 318 funds tracked by Wall St. Rank hold PB as of Q1 2023.

  • Pathstone Family Office reported no remaining Prosperity Bancshares position as of Q1 2023 after selling out during the quarter.
  • Pathstone Family Office sold 2,843 Prosperity Bancshares shares in Q1 2023, an estimated $207K.
  • Pathstone Family Office first reported a position in Prosperity Bancshares in Q4 2022 and held it in 1 quarter.
  • Pathstone Family Office's Prosperity Bancshares position peaked at $207K in Q4 2022.
  • 318 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.