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Shelton Wealth Management’s Prosperity Bancshares PB Stock Holding History

Shelton 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
Q2 		$461K Hold
6,319
– – 0.18% 100
2026
Q1 		$425K Hold
6,319
– – 0.19% 100
2025
Q4 		$437K Hold
6,319
– – 0.19% 97
2025
Q3 		$419K Hold
6,319
– – 0.19% 100
2025
Q2 		$444K Hold
6,319
– – 0.21% 96
2025
Q1 		$451K Hold
6,319
– – 0.25% 100
2024
Q4 		$476K Hold
6,319
– – 0.25% 96
2024
Q3 		$455K Hold
6,319
– – 0.25% 99
2024
Q2 		$386K Hold
6,319
– – 0.22% 105
2024
Q1 		$416K Hold
6,319
– – 0.26% 88
2023
Q4 		$428K Hold
6,319
– – 0.3% 61
2023
Q3 		$345K Hold
6,319
– – 0.28% 41
2023
Q2 		$357K Hold
6,319
– – 0.28% 43
2023
Q1 		$389K Hold
6,319
– – 0.32% 38
2022
Q4 		$459K Hold
6,319
– – 0.36% 39
2022
Q3 		$421K Hold
6,319
– – 0.38% 35
2022
Q2 		$431K Hold
6,319
– – 0.37% 38
2022
Q1 		$438K Hold
6,319
– – 0.35% 39
2021
Q4 		$457K Buy
+6,319
New +$468K 0.36% 35

Other funds holding PB

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Shelton Wealth Management's PB Position: Q2 2026 in Review

Shelton Wealth Management held its Prosperity Bancshares (PB) position steady in Q2 2026 at 6,319 shares worth $461K. The position accounts for 0.18% of the portfolio, ranked #100.

Shelton Wealth Management first reported a position in PB in Q4 2021 and has held it in 19 quarters since. The position peaked at $476K in Q4 2024. 50 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Shelton Wealth Management held 6,319 shares of Prosperity Bancshares worth $461K as of Q2 2026.
  • Shelton Wealth Management left its Prosperity Bancshares share count unchanged in Q2 2026.
  • Prosperity Bancshares made up 0.18% of Shelton Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Shelton Wealth Management first reported a position in Prosperity Bancshares in Q4 2021 and has held it in 19 quarters since.
  • Shelton Wealth Management's Prosperity Bancshares position peaked at $476K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.