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Riversedge Advisors’s Prosperity Bancshares PB Stock Holding History

Riversedge Advisors’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
Q3 		– Sell
-2,916
Closed -$213K – 391
2026
Q2 		$213K Buy
+2,916
New +$203K 0.03% 298

Other funds holding PB

KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Riversedge Advisors's PB Position: Q3 2026 in Review

Riversedge Advisors sold out of Prosperity Bancshares (PB) in Q3 2026, closing a stake of 2,916 shares — an estimated $213K sold.

Riversedge Advisors first reported a position in PB in Q2 2026 and held it in 1 quarter. The position peaked at $213K in Q2 2026. 12 funds tracked by Wall St. Rank hold PB as of Q3 2026.

  • Riversedge Advisors reported no remaining Prosperity Bancshares position as of Q3 2026 after selling out during the quarter.
  • Riversedge Advisors sold 2,916 Prosperity Bancshares shares in Q3 2026, an estimated $213K.
  • Riversedge Advisors first reported a position in Prosperity Bancshares in Q2 2026 and held it in 1 quarter.
  • Riversedge Advisors's Prosperity Bancshares position peaked at $213K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.