Prestige Wealth Management Group’s Prosperity Bancshares PB Stock Holding History

Prestige Wealth Management 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	$810	Hold	11	–	–	﹤0.01%	949
2026 Q1	$746	Hold	11	–	–	﹤0.01%	914
2025 Q4	$767	Hold	11	–	–	﹤0.01%	905
2025 Q3	$737	Hold	11	–	–	﹤0.01%	895
2025 Q2	$780	Hold	11	–	–	﹤0.01%	886
2025 Q1	$792	Hold	11	–	–	﹤0.01%	884
2024 Q4	$836	Hold	11	–	–	﹤0.01%	909
2024 Q3	$799	Hold	11	–	–	﹤0.01%	911
2024 Q2	$679	Hold	11	–	–	﹤0.01%	891
2024 Q1	$730	Hold	11	–	–	﹤0.01%	910
2023 Q4	$752	Hold	11	–	–	﹤0.01%	889
2023 Q3	$601	Buy	+11	New	+$638	﹤0.01%	941
2021 Q4	–	Sell	-5	Closed	–	–	1044
2021 Q3	$0	Hold	5	–	–	﹤0.01%	1033
2021 Q2	$0	Hold	5	–	–	﹤0.01%	1017
2021 Q1	$0	Hold	5	–	–	﹤0.01%	1014
2020 Q4	$0	Buy	+5	New	+$307	﹤0.01%	1007

Other funds holding PB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Prestige Wealth Management Group held its Prosperity Bancshares (PB) position steady in Q2 2026 at 11 shares worth $810. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Prestige Wealth Management Group first reported a position in PB in Q4 2020 and has held it in 16 quarters since. The position peaked at $836 in Q4 2024. 455 funds tracked by Wall St. Rank hold PB as of Q2 2026.

Prestige Wealth Management Group held 11 shares of Prosperity Bancshares worth $810 as of Q2 2026.
Prestige Wealth Management Group left its Prosperity Bancshares share count unchanged in Q2 2026.
Prosperity Bancshares made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #949 holding.
Prestige Wealth Management Group first reported a position in Prosperity Bancshares in Q4 2020 and has held it in 16 quarters since.
Prestige Wealth Management Group's Prosperity Bancshares position peaked at $836 in Q4 2024.
455 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.