Saxon Interests’s Prosperity Bancshares PB Stock Holding History

Saxon Interests’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 Q1	$675K	Buy	10,047 +2	+0%	+$140	0.23%	116
2025 Q4	$694K	Buy	10,045 +45	+0.5%	+$3.04K	0.25%	90
2025 Q3	$691K	Sell	10,000 -15	-0.1%	-$1.03K	0.27%	77
2025 Q2	$715K	Hold	10,015	–	–	0.33%	71
2025 Q1	$715K	Sell	10,015 -5	-0%	-$378	0.33%	71
2024 Q4	$755K	Buy	10,020 +5	+0%	+$386	0.33%	71
2024 Q3	$722K	Hold	10,015	–	–	0.33%	76
2024 Q2	$612K	Buy	10,015 +15	+0.2%	+$924	0.29%	80
2024 Q1	$658K	Hold	10,000	–	–	0.31%	83
2023 Q4	$677K	Buy	+10,000	New	+$585K	0.34%	84
2023 Q3	–	Sell	-9,541	Closed	-$539K	–	160
2023 Q2	$539K	Hold	9,541	–	–	0.29%	94
2023 Q1	$587K	Hold	9,541	–	–	0.33%	92
2022 Q4	$701K	Hold	9,541	–	–	0.4%	75
2022 Q3	$679K	Hold	9,541	–	–	0.41%	64
2022 Q2	$651K	Hold	9,541	–	–	0.39%	67
2022 Q1	$662K	Hold	9,541	–	–	0.35%	67
2021 Q4	$746K	Buy	+9,541	New	+$706K	0.42%	55

Other funds holding PB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return