Prospera Financial Services’s Prosperity Bancshares PB Stock Holding History

Prospera Financial Services’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	$548K	Hold	7,509	–	–	0.01%	1004
2026 Q1	$505K	Hold	7,509	–	–	0.01%	979
2025 Q4	$519K	Buy	7,509 +3,492	+87%	+$236K	0.01%	912
2025 Q3	$267K	Hold	4,017	–	–	﹤0.01%	1187
2025 Q2	$282K	Hold	4,017	–	–	0.01%	1133
2025 Q1	$287K	Buy	+4,017	New	+$304K	0.01%	1007
2022 Q2	–	Sell	-14	Closed	-$1K	–	2306
2022 Q1	$1K	Buy	+14	New	+$1.03K	﹤0.01%	2649
2021 Q1	–	Sell	-5,733	Closed	-$398K	–	770
2020 Q4	$398K	Buy	+5,733	New	+$352K	0.03%	462
2016 Q1	–	Sell	-5,500	Closed	-$263K	–	367
2015 Q4	$263K	Buy	+5,500	New	+$283K	0.06%	219
2013 Q4	–	Sell	-23,048	Closed	-$1.45M	–	284
2013 Q3	$1.45M	Hold	23,048	–	–	0.55%	44
2013 Q2	$1.23M	Buy	+23,048	New	+$1.11M	0.57%	47

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

Prospera Financial Services's PB Position: Q2 2026 in Review

Prospera Financial Services held its Prosperity Bancshares (PB) position steady in Q2 2026 at 7,509 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #1004.

Prospera Financial Services first reported a position in PB in Q2 2013 and has held it in 11 quarters since. The position peaked at $1.45M in Q3 2013. 455 funds tracked by Wall St. Rank hold PB as of Q2 2026.

Prospera Financial Services held 7,509 shares of Prosperity Bancshares worth $548K as of Q2 2026.
Prospera Financial Services left its Prosperity Bancshares share count unchanged in Q2 2026.
Prosperity Bancshares made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1004 holding.
Prospera Financial Services first reported a position in Prosperity Bancshares in Q2 2013 and has held it in 11 quarters since.
Prospera Financial Services's Prosperity Bancshares position peaked at $1.45M in Q3 2013.
455 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.