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Rothschild Investment LLC’s Prosperity Bancshares PB Stock Holding History

Rothschild Investment LLC’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 		$1.09M Buy
14,918
+6,976
+88% +$485K 0.04% 391
2026
Q1 		$534K Buy
7,942
+1,453
+22% +$102K 0.03% 385
2025
Q4 		$448K Buy
6,489
+3,498
+117% +$236K 0.02% 390
2025
Q3 		$198K Buy
+2,991
New +$206K 0.01% 615

Other funds holding PB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Rothschild Investment LLC's PB Position: Q2 2026 in Review

Rothschild Investment LLC increased its Prosperity Bancshares (PB) stake by 88% in Q2 2026, buying an estimated $485K and bringing the position to 14,918 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #391.

Rothschild Investment LLC first reported a position in PB in Q3 2025 and has held it in 4 quarters since. 207 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Rothschild Investment LLC held 14,918 shares of Prosperity Bancshares worth $1.09M as of Q2 2026.
  • Rothschild Investment LLC bought 6,976 Prosperity Bancshares shares in Q2 2026, an estimated $485K.
  • Prosperity Bancshares made up 0.04% of Rothschild Investment LLC's portfolio in Q2 2026, its #391 holding.
  • Rothschild Investment LLC first reported a position in Prosperity Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 207 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.