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Sequoia Financial Advisors’s Prosperity Bancshares PB Stock Holding History

Sequoia Financial Advisors’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 		$919K Buy
12,586
+2,520
+25% +$175K ﹤0.01% 993
2026
Q1 		$676K Sell
10,066
-10,043
-50% -$704K ﹤0.01% 1090
2025
Q4 		$1.39M Buy
20,109
+7,857
+64% +$530K 0.01% 734
2025
Q3 		$813K Buy
12,252
+4,106
+50% +$282K ﹤0.01% 888
2025
Q2 		$572K Buy
+8,146
New +$561K ﹤0.01% 935

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's PB Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Prosperity Bancshares (PB) stake by 25% in Q2 2026, buying an estimated $175K and bringing the position to 12,586 shares worth $919K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Sequoia Financial Advisors first reported a position in PB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.39M in Q4 2025. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Sequoia Financial Advisors held 12,586 shares of Prosperity Bancshares worth $919K as of Q2 2026.
  • Sequoia Financial Advisors bought 2,520 Prosperity Bancshares shares in Q2 2026, an estimated $175K.
  • Prosperity Bancshares made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #993 holding.
  • Sequoia Financial Advisors first reported a position in Prosperity Bancshares in Q2 2025 and has held it in 5 quarters since.
  • Sequoia Financial Advisors's Prosperity Bancshares position peaked at $1.39M in Q4 2025.
  • 456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.