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Spire Wealth Management’s Prosperity Bancshares PB Stock Holding History

Spire 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
Q1 		– Sell
-306
Closed -$21.1K – 2366
2025
Q4 		$21.1K Sell
306
-858
-74% -$57.9K ﹤0.01% 1466
2025
Q3 		$77.2K Buy
1,164
+25
+2% +$1.72K ﹤0.01% 1087
2025
Q2 		$80K Sell
1,139
-32
-3% -$2.2K ﹤0.01% 1051
2025
Q1 		$83.6K Hold
1,171
– – ﹤0.01% 1108
2024
Q4 		$88.2K Sell
1,171
-58
-5% -$4.48K ﹤0.01% 1083
2024
Q3 		$88.6K Hold
1,229
– – ﹤0.01% 945
2024
Q2 		$75.1K Sell
1,229
-67
-5% -$4.13K ﹤0.01% 981
2024
Q1 		$85.3K Hold
1,296
– – ﹤0.01% 1040
2023
Q4 		$85.8K Buy
1,296
+6
+0.5% +$351 ﹤0.01% 1032
2023
Q3 		$70.4K Buy
1,290
+194
+18% +$11.3K ﹤0.01% 1053
2023
Q2 		$61.9K Hold
1,096
– – ﹤0.01% 1118
2023
Q1 		$67.4K Buy
1,096
+355
+48% +$25.3K ﹤0.01% 1077
2022
Q4 		$54K Hold
741
– – ﹤0.01% 964
2022
Q3 		$49K Sell
741
-355
-32% -$25.4K ﹤0.01% 958
2022
Q2 		$75K Sell
1,096
-1,096
-50% -$75.3K ﹤0.01% 1144
2022
Q1 		$152K Hold
2,192
– – ﹤0.01% 1006
2021
Q4 		$158K Hold
2,192
– – ﹤0.01% 1203
2021
Q3 		$156K Buy
2,192
+212
+11% +$14.7K ﹤0.01% 1017
2021
Q2 		$142K Hold
1,980
– – ﹤0.01% 1068
2021
Q1 		$148K Buy
+1,980
New +$145K ﹤0.01% 1199

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 $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Spire Wealth Management's PB Position: Q1 2026 in Review

Spire Wealth Management sold out of Prosperity Bancshares (PB) in Q1 2026, closing a stake of 306 shares — an estimated $21.1K sold.

Spire Wealth Management first reported a position in PB in Q1 2021 and held it in 20 quarters. The position peaked at $158K in Q4 2021. 435 funds tracked by Wall St. Rank hold PB as of Q1 2026.

  • Spire Wealth Management reported no remaining Prosperity Bancshares position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 306 Prosperity Bancshares shares in Q1 2026, an estimated $21.1K.
  • Spire Wealth Management first reported a position in Prosperity Bancshares in Q1 2021 and held it in 20 quarters.
  • Spire Wealth Management's Prosperity Bancshares position peaked at $158K in Q4 2021.
  • 435 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.