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Savvy Advisors Inc’s Prosperity Bancshares PB Stock Holding History

Savvy Advisors Inc’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 		$5.02M Buy
68,711
+24
+0% +$1.67K 0.11% 156
2026
Q1 		$4.61M Sell
68,687
-18
-0% -$1.26K 0.12% 134
2025
Q4 		$4.75M Buy
68,705
+806
+1% +$54.4K 0.15% 101
2025
Q3 		$4.51M Buy
67,899
+4,637
+7% +$319K 0.21% 82
2025
Q2 		$4.44M Sell
63,262
-9
-0% -$620 0.3% 59
2025
Q1 		$4.52M Buy
+63,271
New +$4.79M 0.45% 41

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

Savvy Advisors Inc's PB Position: Q2 2026 in Review

Savvy Advisors Inc increased its Prosperity Bancshares (PB) stake by 0.03% in Q2 2026, buying an estimated $1.67K and bringing the position to 68,711 shares worth $5.02M. The position accounts for 0.11% of the portfolio, ranked #156.

Savvy Advisors Inc first reported a position in PB in Q1 2025 and has held it in 6 quarters since. 455 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Savvy Advisors Inc held 68,711 shares of Prosperity Bancshares worth $5.02M as of Q2 2026.
  • Savvy Advisors Inc bought 24 Prosperity Bancshares shares in Q2 2026, an estimated $1.67K.
  • Prosperity Bancshares made up 0.11% of Savvy Advisors Inc's portfolio in Q2 2026, its #156 holding.
  • Savvy Advisors Inc first reported a position in Prosperity Bancshares in Q1 2025 and has held it in 6 quarters since.
  • 455 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.