Pathstone Holdings
PB icon

Pathstone Holdings’s Prosperity Bancshares PB Stock Holding History

Pathstone Holdings’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
Q1 		$760K Sell
11,310
-928
-8% -$65.1K ﹤0.01% 1548
2025
Q4 		$847K Sell
12,238
-3,906
-24% -$264K ﹤0.01% 1504
2025
Q3 		$1.07M Sell
16,144
-5,692
-26% -$391K ﹤0.01% 1383
2025
Q2 		$1.53M Sell
21,836
-2,586
-11% -$178K 0.01% 1145
2025
Q1 		$1.75M Buy
24,422
+9,907
+68% +$750K 0.01% 1059
2024
Q4 		$1.09M Buy
14,515
+1,935
+15% +$149K ﹤0.01% 1320
2024
Q3 		$908K Buy
12,580
+2,194
+21% +$153K ﹤0.01% 1420
2024
Q2 		$636K Buy
10,386
+2,045
+25% +$126K ﹤0.01% 1564
2024
Q1 		$549K Buy
8,341
+4,608
+123% +$294K ﹤0.01% 1638
2023
Q4 		$253K Buy
+3,733
New +$218K ﹤0.01% 1929

Other funds holding PB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return