Soltis Investment Advisors’s Prosperity Bancshares PB Stock Holding History

Soltis Investment 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	$253K	Buy	+3,466	New	+$241K	0.01%	553

Other funds holding PB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Soltis Investment Advisors's PB Position: Q2 2026 in Review

Soltis Investment Advisors opened a new position in Prosperity Bancshares (PB) in Q2 2026: 3,466 shares worth $253K. The stake represents 0.01% of the portfolio and ranks #553 among its holdings.

453 funds tracked by Wall St. Rank hold PB as of Q2 2026.

Soltis Investment Advisors held 3,466 shares of Prosperity Bancshares worth $253K as of Q2 2026.
Prosperity Bancshares was a new Soltis Investment Advisors position in Q2 2026.
Prosperity Bancshares made up 0.01% of Soltis Investment Advisors's portfolio in Q2 2026, its #553 holding.
453 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.