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QTR Family Wealth’s Prosperity Bancshares PB Stock Holding History

QTR Family Wealth’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 		$236K Buy
+3,226
New +$224K 0.08% 283
2026
Q1 		– Sell
-2,989
Closed -$226K – 317
2025
Q4 		$226K Buy
+2,989
New +$202K 0.1% 245

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

QTR Family Wealth's PB Position: Q2 2026 in Review

QTR Family Wealth opened a new position in Prosperity Bancshares (PB) in Q2 2026: 3,226 shares worth $236K. The stake represents 0.08% of the portfolio and ranks #283 among its holdings. This is a return to the name: QTR Family Wealth previously reported a position in PB as recently as Q4 2025.

QTR Family Wealth first reported a position in PB in Q4 2025 and has held it in 2 quarters since. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • QTR Family Wealth held 3,226 shares of Prosperity Bancshares worth $236K as of Q2 2026.
  • Prosperity Bancshares was a new QTR Family Wealth position in Q2 2026.
  • Prosperity Bancshares made up 0.08% of QTR Family Wealth's portfolio in Q2 2026, its #283 holding.
  • QTR Family Wealth first reported a position in Prosperity Bancshares in Q4 2025 and has held it in 2 quarters since.
  • 456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.