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Root Financial Partners’s Prosperity Bancshares PB Stock Holding History

Root Financial Partners’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 		– Sell
-1,162
Closed -$78.1K – 2355
2026
Q1 		$78.1K Buy
1,162
+879
+311% +$61.6K ﹤0.01% 673
2025
Q4 		$19.6K Buy
283
+17
+6% +$1.15K ﹤0.01% 1198
2025
Q3 		$17.6K Buy
+266
New +$18.3K ﹤0.01% 1181

Other funds holding PB

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
OC
Opinicus Capital Tampa, Florida $187M AUM 39.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Root Financial Partners's PB Position: Q2 2026 in Review

Root Financial Partners sold out of Prosperity Bancshares (PB) in Q2 2026, closing a stake of 1,162 shares — an estimated $78.1K sold.

Root Financial Partners first reported a position in PB in Q3 2025 and held it in 3 quarters. The position peaked at $78.1K in Q1 2026. 120 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Root Financial Partners reported no remaining Prosperity Bancshares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,162 Prosperity Bancshares shares in Q2 2026, an estimated $78.1K.
  • Root Financial Partners first reported a position in Prosperity Bancshares in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Prosperity Bancshares position peaked at $78.1K in Q1 2026.
  • 120 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.