Sheets Smith Wealth Management’s Prosperity Bancshares PB Stock Holding History

Sheets Smith 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	$578K	Buy	+8,729	New	+$630K	0.06%	265

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

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

FWA

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

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Sheets Smith Wealth Management's PB Position: Q3 2026 in Review

Sheets Smith Wealth Management opened a new position in Prosperity Bancshares (PB) in Q3 2026: 8,729 shares worth $578K. The stake represents 0.06% of the portfolio and ranks #265 among its holdings.

52 funds tracked by Wall St. Rank hold PB as of Q3 2026.

Sheets Smith Wealth Management held 8,729 shares of Prosperity Bancshares worth $578K as of Q3 2026.
Prosperity Bancshares was a new Sheets Smith Wealth Management position in Q3 2026.
Prosperity Bancshares made up 0.06% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #265 holding.
52 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.