Proffitt & Goodson’s Prosperity Bancshares PB Stock Holding History

Proffitt & Goodson’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	-7	Closed	-$465	–	403
2025 Q3	$465	Buy	+7	New	+$481	﹤0.01%	409

Other funds holding PB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Proffitt & Goodson's PB Position: Q4 2025 in Review

Proffitt & Goodson sold out of Prosperity Bancshares (PB) in Q4 2025, closing a stake of 7 shares — an estimated $465 sold.

Proffitt & Goodson first reported a position in PB in Q3 2025 and held it in 1 quarter. The position peaked at $465 in Q3 2025. 418 funds tracked by Wall St. Rank hold PB as of Q4 2025.

Proffitt & Goodson reported no remaining Prosperity Bancshares position as of Q4 2025 after selling out during the quarter.
Proffitt & Goodson sold 7 Prosperity Bancshares shares in Q4 2025, an estimated $465.
Proffitt & Goodson first reported a position in Prosperity Bancshares in Q3 2025 and held it in 1 quarter.
Proffitt & Goodson's Prosperity Bancshares position peaked at $465 in Q3 2025.
418 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2025.

Based on Proffitt & Goodson's 13F filing for Q4 2025, filed 27 Jan 2026.