PA
PB icon

Pinnacle Associates’s Prosperity Bancshares PB Stock Holding History

Pinnacle Associates’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
-3,156
Closed -$212K – 1002
2026
Q1 		$212K Sell
3,156
-1
-0% -$70 ﹤0.01% 899
2025
Q4 		$218K Buy
+3,157
New +$213K ﹤0.01% 879

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

Pinnacle Associates's PB Position: Q2 2026 in Review

Pinnacle Associates sold out of Prosperity Bancshares (PB) in Q2 2026, closing a stake of 3,156 shares — an estimated $212K sold.

Pinnacle Associates first reported a position in PB in Q4 2025 and held it in 2 quarters. The position peaked at $218K in Q4 2025. 455 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Pinnacle Associates reported no remaining Prosperity Bancshares position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Associates sold 3,156 Prosperity Bancshares shares in Q2 2026, an estimated $212K.
  • Pinnacle Associates first reported a position in Prosperity Bancshares in Q4 2025 and held it in 2 quarters.
  • Pinnacle Associates's Prosperity Bancshares position peaked at $218K in Q4 2025.
  • 455 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.