Root Financial Partners
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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
Q3 		$82.4K Buy
+1,244
New +$89.7K ﹤0.01% 838
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

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Root Financial Partners's PB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Prosperity Bancshares (PB) in Q3 2026: 1,244 shares worth $82.4K. The stake represents ﹤0.01% of the portfolio and ranks #838 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PB as recently as Q1 2026.

Root Financial Partners first reported a position in PB in Q3 2025 and has held it in 4 quarters since. 399 funds tracked by Wall St. Rank hold PB as of Q3 2026.

  • Root Financial Partners held 1,244 shares of Prosperity Bancshares worth $82.4K as of Q3 2026.
  • Prosperity Bancshares was a new Root Financial Partners position in Q3 2026.
  • Prosperity Bancshares made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #838 holding.
  • Root Financial Partners first reported a position in Prosperity Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 399 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.