PS
PB icon

Principal Securities’s Prosperity Bancshares PB Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-242
Closed -$16.1K – 2868
2025
Q3 		$16.1K Buy
242
+7
+3% +$481 ﹤0.01% 2510
2025
Q2 		$16.5K Sell
235
-44
-16% -$3.03K ﹤0.01% 2413
2025
Q1 		$21K Hold
279
– – ﹤0.01% 2168
2024
Q4 		$21K Buy
279
+4
+1% +$309 ﹤0.01% 2164
2024
Q3 		$19.8K Buy
275
+9
+3% +$629 ﹤0.01% 2128
2024
Q2 		$16.3K Sell
266
-14
-5% -$863 ﹤0.01% 2172
2024
Q1 		$18.4K Buy
280
+17
+6% +$1.08K ﹤0.01% 2045
2023
Q4 		$17.8K Buy
+263
New +$15.4K ﹤0.01% 1986

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Principal Securities's PB Position: Q4 2025 in Review

Principal Securities sold out of Prosperity Bancshares (PB) in Q4 2025, closing a stake of 242 shares — an estimated $16.1K sold.

Principal Securities first reported a position in PB in Q4 2023 and held it in 8 quarters. The position peaked at $21K in Q1 2025. 418 funds tracked by Wall St. Rank hold PB as of Q4 2025.

  • Principal Securities reported no remaining Prosperity Bancshares position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 242 Prosperity Bancshares shares in Q4 2025, an estimated $16.1K.
  • Principal Securities first reported a position in Prosperity Bancshares in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Prosperity Bancshares position peaked at $21K in Q1 2025.
  • 418 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.