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Sargent Investment Group’s Prosperity Bancshares PB Stock Holding History

Sargent Investment 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 		$264K Hold
3,620
– – 0.03% 233
2026
Q1 		$243K Sell
3,620
-5
-0.1% -$350 0.03% 229
2025
Q4 		$251K Buy
+3,625
New +$245K 0.03% 221
2025
Q3 		– Sell
-3,600
Closed -$238K – 199
2025
Q2 		$238K Sell
3,600
-360
-9% -$24.8K 0.03% 217
2025
Q1 		$283K Sell
3,960
-5
-0.1% -$378 0.05% 198
2024
Q4 		$298K Buy
3,965
+5
+0.1% +$386 0.05% 188
2024
Q3 		$285K Hold
3,960
– – 0.05% 170
2024
Q2 		$242K Sell
3,960
-400
-9% -$24.7K 0.05% 188
2024
Q1 		$287K Hold
4,360
– – 0.06% 163
2023
Q4 		$295K Sell
4,360
-425
-9% -$24.8K 0.06% 165
2023
Q3 		$261K Sell
4,785
-175
-4% -$10.2K 0.06% 165
2023
Q2 		$280K Sell
4,960
-465
-9% -$27.8K 0.07% 157
2023
Q1 		$330K Hold
5,425
– – 0.09% 144
2022
Q4 		$394K Hold
5,425
– – 0.12% 127
2022
Q3 		$384K Hold
5,425
– – 0.12% 123
2022
Q2 		$370K Sell
5,425
-1,110
-17% -$76.2K 0.11% 127
2022
Q1 		$453K Hold
6,535
– – 0.11% 126
2021
Q4 		$472K Hold
6,535
– – 0.11% 126
2021
Q3 		$465K Hold
6,535
– – 0.11% 122
2021
Q2 		$469K Hold
6,535
– – 0.11% 125
2021
Q1 		$489K Hold
6,535
– – 0.13% 118
2020
Q4 		$453K Hold
6,535
– – 0.14% 111
2020
Q3 		$339K Sell
6,535
-5,130
-44% -$281K 0.12% 118
2020
Q2 		$674K Hold
11,665
– – 0.25% 70
2020
Q1 		$563K Sell
11,665
-1,616
-12% -$105K 0.26% 71
2019
Q4 		$955K Buy
+13,281
New +$938K 0.35% 57

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

Sargent Investment Group's PB Position: Q2 2026 in Review

Sargent Investment Group held its Prosperity Bancshares (PB) position steady in Q2 2026 at 3,620 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #233.

Sargent Investment Group first reported a position in PB in Q4 2019 and has held it in 26 quarters since. The position peaked at $955K in Q4 2019. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Sargent Investment Group held 3,620 shares of Prosperity Bancshares worth $264K as of Q2 2026.
  • Sargent Investment Group left its Prosperity Bancshares share count unchanged in Q2 2026.
  • Prosperity Bancshares made up 0.03% of Sargent Investment Group's portfolio in Q2 2026, its #233 holding.
  • Sargent Investment Group first reported a position in Prosperity Bancshares in Q4 2019 and has held it in 26 quarters since.
  • Sargent Investment Group's Prosperity Bancshares position peaked at $955K in Q4 2019.
  • 456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.