PWPS
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Pinnacle Wealth Planning Services’s Prosperity Bancshares PB Stock Holding History

Pinnacle Wealth Planning Services’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 		$2.63K Sell
36
-18
-33% -$1.25K ﹤0.01% 2417
2026
Q1 		$3.63K Buy
54
+49
+980% +$3.44K ﹤0.01% 2327
2025
Q4 		$346 Buy
+5
New +$337 ﹤0.01% 2677
2021
Q1 		– Sell
-6
Closed – – 1478
2020
Q4 		$0 Buy
+6
New +$368 ﹤0.01% 2296

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 Planning Services's PB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Prosperity Bancshares (PB) stake by 33% in Q2 2026, selling an estimated $1.25K and leaving 36 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2417.

Pinnacle Wealth Planning Services first reported a position in PB in Q4 2020 and has held it in 4 quarters since. The position peaked at $3.63K in Q1 2026. 455 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 36 shares of Prosperity Bancshares worth $2.63K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 18 Prosperity Bancshares shares in Q2 2026, an estimated $1.25K.
  • Prosperity Bancshares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2417 holding.
  • Pinnacle Wealth Planning Services first reported a position in Prosperity Bancshares in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Prosperity Bancshares position peaked at $3.63K in Q1 2026.
  • 455 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.