Segment Wealth Management’s Prosperity Bancshares PB Stock Holding History

Segment Wealth Management’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 Q3	$2.01M	Buy	+30,423	New	+$2.19M	0.1%	126
2020 Q1	–	Sell	-42,810	Closed	-$3.08M	–	219
2019 Q4	$3.08M	Buy	42,810 +24,300	+131%	+$1.72M	0.52%	68
2019 Q3	$1.31M	Hold	18,510	–	–	0.26%	86
2019 Q2	$1.22M	Hold	18,510	–	–	0.25%	87
2019 Q1	$1.28M	Hold	18,510	–	–	0.27%	86
2018 Q4	$1.15M	Sell	18,510 -500	-3%	-$33K	0.29%	83
2018 Q3	$1.32M	Sell	19,010 -750	-4%	-$54K	0.29%	91
2018 Q2	$1.35M	Sell	19,760 -676	-3%	-$49.3K	0.32%	86
2018 Q1	$1.48M	Buy	20,436 +2,109	+12%	+$158K	0.37%	84
2017 Q4	$1.28M	Buy	18,327 +27	+0.1%	+$1.8K	0.31%	89
2017 Q3	$1.2M	Hold	18,300	–	–	0.32%	89
2017 Q2	$1.18M	Hold	18,300	–	–	0.32%	87
2017 Q1	$1.28M	Buy	+18,300	New	+$1.33M	0.42%	77

Other funds holding PB

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return

Segment Wealth Management's PB Position: Q3 2026 in Review

Segment Wealth Management opened a new position in Prosperity Bancshares (PB) in Q3 2026: 30,423 shares worth $2.01M. The stake represents 0.1% of the portfolio and ranks #126 among its holdings. This is a return to the name: Segment Wealth Management previously reported a position in PB as recently as Q4 2019.

Segment Wealth Management first reported a position in PB in Q1 2017 and has held it in 13 quarters since. The position peaked at $3.08M in Q4 2019. 98 funds tracked by Wall St. Rank hold PB as of Q3 2026.

Segment Wealth Management held 30,423 shares of Prosperity Bancshares worth $2.01M as of Q3 2026.
Prosperity Bancshares was a new Segment Wealth Management position in Q3 2026.
Prosperity Bancshares made up 0.1% of Segment Wealth Management's portfolio in Q3 2026, its #126 holding.
Segment Wealth Management first reported a position in Prosperity Bancshares in Q1 2017 and has held it in 13 quarters since.
Segment Wealth Management's Prosperity Bancshares position peaked at $3.08M in Q4 2019.
98 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2026.

Based on Segment Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.