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
Q2 		$1.18M Buy
16,163
+4,853
+43% +$338K ﹤0.01% 1427
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 $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

Pathstone Holdings's PB Position: Q2 2026 in Review

Pathstone Holdings increased its Prosperity Bancshares (PB) stake by 43% in Q2 2026, buying an estimated $338K and bringing the position to 16,163 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Pathstone Holdings first reported a position in PB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.75M in Q1 2025. 453 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Pathstone Holdings held 16,163 shares of Prosperity Bancshares worth $1.18M as of Q2 2026.
  • Pathstone Holdings bought 4,853 Prosperity Bancshares shares in Q2 2026, an estimated $338K.
  • Prosperity Bancshares made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1427 holding.
  • Pathstone Holdings first reported a position in Prosperity Bancshares in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Prosperity Bancshares position peaked at $1.75M in Q1 2025.
  • 453 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.