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Physician Wealth Advisors’s Prosperity Bancshares PB Stock Holding History

Physician Wealth Advisors’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 		– Sell
-44
Closed -$2.96K – 2422
2026
Q1 		$2.96K Buy
44
+31
+238% +$2.17K ﹤0.01% 1185
2025
Q4 		$899 Sell
13
-20
-61% -$1.35K ﹤0.01% 1672
2025
Q3 		$2.19K Buy
+33
New +$2.27K ﹤0.01% 1184

Other funds holding PB

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Physician Wealth Advisors's PB Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Prosperity Bancshares (PB) in Q2 2026, closing a stake of 44 shares — an estimated $2.96K sold.

Physician Wealth Advisors first reported a position in PB in Q3 2025 and held it in 3 quarters. The position peaked at $2.96K in Q1 2026. 66 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Prosperity Bancshares position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 44 Prosperity Bancshares shares in Q2 2026, an estimated $2.96K.
  • Physician Wealth Advisors first reported a position in Prosperity Bancshares in Q3 2025 and held it in 3 quarters.
  • Physician Wealth Advisors's Prosperity Bancshares position peaked at $2.96K in Q1 2026.
  • 66 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.