Steph & Co’s Prosperity Bancshares PB Stock Holding History

Steph & Co’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
2025 Q3	–	Sell	-543	Closed	-$38.1K	–	323
2025 Q2	$38.1K	Buy	+543	New	+$37.4K	0.01%	210

Other funds holding PB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Steph & Co's PB Position: Q3 2025 in Review

Steph & Co sold out of Prosperity Bancshares (PB) in Q3 2025, closing a stake of 543 shares — an estimated $38.1K sold.

Steph & Co first reported a position in PB in Q2 2025 and held it in 1 quarter. The position peaked at $38.1K in Q2 2025. 399 funds tracked by Wall St. Rank hold PB as of Q3 2025.

Steph & Co reported no remaining Prosperity Bancshares position as of Q3 2025 after selling out during the quarter.
Steph & Co sold 543 Prosperity Bancshares shares in Q3 2025, an estimated $38.1K.
Steph & Co first reported a position in Prosperity Bancshares in Q2 2025 and held it in 1 quarter.
Steph & Co's Prosperity Bancshares position peaked at $38.1K in Q2 2025.
399 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2025.

Based on Steph & Co's 13F filing for Q3 2025, filed 6 Oct 2025.