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SageView Advisory Group’s Prosperity Bancshares PB Stock Holding History

SageView Advisory Group’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 		$210K Sell
2,880
-150
-5% -$10.4K 0.01% 597
2026
Q1 		$204K Sell
3,030
-30
-1% -$2.1K 0.01% 573
2025
Q4 		$211K Buy
+3,060
New +$206K 0.01% 582
2025
Q3 		– Sell
-3,045
Closed -$206K – 655
2025
Q2 		$206K Buy
3,045
+35
+1% +$2.41K 0.01% 599
2025
Q1 		$215K Buy
3,010
+70
+2% +$5.3K 0.01% 558
2024
Q4 		$222K Hold
2,940
– – 0.01% 544
2024
Q3 		$212K Buy
+2,940
New +$205K 0.01% 485

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 $3.37T AUM 44.26% 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

SageView Advisory Group's PB Position: Q2 2026 in Review

SageView Advisory Group reduced its Prosperity Bancshares (PB) stake by 5% in Q2 2026, selling an estimated $10.4K and leaving 2,880 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #597.

SageView Advisory Group first reported a position in PB in Q3 2024 and has held it in 7 quarters since. The position peaked at $222K in Q4 2024. 455 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • SageView Advisory Group held 2,880 shares of Prosperity Bancshares worth $210K as of Q2 2026.
  • SageView Advisory Group sold 150 Prosperity Bancshares shares in Q2 2026, an estimated $10.4K.
  • Prosperity Bancshares made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #597 holding.
  • SageView Advisory Group first reported a position in Prosperity Bancshares in Q3 2024 and has held it in 7 quarters since.
  • SageView Advisory Group's Prosperity Bancshares position peaked at $222K in Q4 2024.
  • 455 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.