Precedent Wealth Partners’s Prosperity Bancshares PB Stock Holding History

Precedent Wealth Partners’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 Q3	$758K	Buy	+11,443	New	+$825K	0.12%	124

Other funds holding PB

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Precedent Wealth Partners's PB Position: Q3 2026 in Review

Precedent Wealth Partners opened a new position in Prosperity Bancshares (PB) in Q3 2026: 11,443 shares worth $758K. The stake represents 0.12% of the portfolio and ranks #124 among its holdings.

399 funds tracked by Wall St. Rank hold PB as of Q3 2026.

Precedent Wealth Partners held 11,443 shares of Prosperity Bancshares worth $758K as of Q3 2026.
Prosperity Bancshares was a new Precedent Wealth Partners position in Q3 2026.
Prosperity Bancshares made up 0.12% of Precedent Wealth Partners's portfolio in Q3 2026, its #124 holding.
399 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.