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Pinnacle Wealth Management Advisory Group’s Prosperity Bancshares PB Stock Holding History

Pinnacle Wealth Management Advisory Group’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 – 595
2026
Q1 		$212K Sell
3,156
-1
-0% -$70 0.01% 502
2025
Q4 		$218K Buy
+3,157
New +$213K 0.02% 486

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 Wealth Management Advisory Group's PB Position: Q2 2026 in Review

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

Pinnacle Wealth Management Advisory Group 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 Wealth Management Advisory Group reported no remaining Prosperity Bancshares position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 3,156 Prosperity Bancshares shares in Q2 2026, an estimated $212K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Prosperity Bancshares in Q4 2025 and held it in 2 quarters.
  • Pinnacle Wealth Management Advisory Group'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 Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.