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Perigon Wealth Management’s Prosperity Bancshares PB Stock Holding History

Perigon Wealth 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
Q1 		– Sell
-3,386
Closed -$234K – 1384
2025
Q4 		$234K Buy
+3,386
New +$228K ﹤0.01% 1144

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Perigon Wealth Management's PB Position: Q1 2026 in Review

Perigon Wealth Management sold out of Prosperity Bancshares (PB) in Q1 2026, closing a stake of 3,386 shares — an estimated $234K sold.

Perigon Wealth Management first reported a position in PB in Q4 2025 and held it in 1 quarter. The position peaked at $234K in Q4 2025. 435 funds tracked by Wall St. Rank hold PB as of Q1 2026.

  • Perigon Wealth Management reported no remaining Prosperity Bancshares position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 3,386 Prosperity Bancshares shares in Q1 2026, an estimated $234K.
  • Perigon Wealth Management first reported a position in Prosperity Bancshares in Q4 2025 and held it in 1 quarter.
  • Perigon Wealth Management's Prosperity Bancshares position peaked at $234K in Q4 2025.
  • 435 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.