PWA
PB icon

Principia Wealth Advisory’s Prosperity Bancshares PB Stock Holding History

Principia Wealth Advisory’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
Q1 		– Sell
-1
Closed -$69 – 1071
2025
Q4 		$69 Sell
1
-27
-96% -$1.82K ﹤0.01% 1000
2025
Q3 		$1.86K Buy
28
+5
+22% +$344 ﹤0.01% 451
2025
Q2 		$1.62K Buy
+23
New +$1.58K ﹤0.01% 434

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 $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Principia Wealth Advisory's PB Position: Q1 2026 in Review

Principia Wealth Advisory sold out of Prosperity Bancshares (PB) in Q1 2026, closing a stake of 1 share — an estimated $69 sold.

Principia Wealth Advisory first reported a position in PB in Q2 2025 and held it in 3 quarters. The position peaked at $1.86K in Q3 2025. 435 funds tracked by Wall St. Rank hold PB as of Q1 2026.

  • Principia Wealth Advisory reported no remaining Prosperity Bancshares position as of Q1 2026 after selling out during the quarter.
  • Principia Wealth Advisory sold 1 Prosperity Bancshares share in Q1 2026, an estimated $69.
  • Principia Wealth Advisory first reported a position in Prosperity Bancshares in Q2 2025 and held it in 3 quarters.
  • Principia Wealth Advisory's Prosperity Bancshares position peaked at $1.86K in Q3 2025.
  • 435 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2026.

Based on Principia Wealth Advisory's 13F filing for Q1 2026, filed 26 Aug 2026.