Stephens Inc’s Prosperity Bancshares PB Stock Holding History

Stephens Inc’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 Q1	–	Sell	-2,689	Closed	-$203K	–	1295
2024 Q4	$203K	Sell	2,689 -731	-21%	-$56.4K	﹤0.01%	1161
2024 Q3	$247K	Buy	3,420 +71	+2%	+$4.96K	﹤0.01%	1108
2024 Q2	$205K	Sell	3,349 -466	-12%	-$28.7K	﹤0.01%	1157
2024 Q1	$251K	Buy	3,815 +31	+0.8%	+$1.98K	﹤0.01%	1069
2023 Q4	$256K	Buy	3,784 +39	+1%	+$2.28K	﹤0.01%	991
2023 Q3	$204K	Buy	3,745 +35	+0.9%	+$2.03K	﹤0.01%	1031
2023 Q2	$210K	Buy	3,710 +33	+0.9%	+$1.97K	﹤0.01%	1045
2023 Q1	$226K	Buy	3,677 +28	+0.8%	+$1.99K	﹤0.01%	988
2022 Q4	$265K	Sell	3,649 -468	-11%	-$33.8K	0.01%	896
2022 Q3	$275K	Buy	4,117 +30	+0.7%	+$2.14K	0.01%	920
2022 Q2	$279K	Buy	4,087 +30	+0.7%	+$2.06K	0.01%	941
2022 Q1	$281K	Sell	4,057 -6	-0.1%	-$442	﹤0.01%	1039
2021 Q4	$294K	Sell	4,063 -63	-2%	-$4.66K	﹤0.01%	1050
2021 Q3	$293K	Buy	4,126 +30	+0.7%	+$2.08K	﹤0.01%	1058
2021 Q2	$294K	Buy	4,096 +43	+1%	+$3.21K	﹤0.01%	1042
2021 Q1	$304K	Buy	4,053 +132	+3%	+$9.65K	0.01%	996
2020 Q4	$272K	Buy	3,921 +35	+0.9%	+$2.15K	﹤0.01%	963
2020 Q3	$201K	Buy	3,886 +31	+0.8%	+$1.7K	﹤0.01%	1025
2020 Q2	$229K	Buy	+3,855	New	+$222K	﹤0.01%	926
2020 Q1	–	Sell	-3,795	Closed	-$273K	–	1177
2019 Q4	$273K	Buy	3,795 +22	+0.6%	+$1.55K	0.01%	901
2019 Q3	$266K	Buy	3,773 +23	+0.6%	+$1.55K	0.01%	955
2019 Q2	$248K	Buy	3,750 +22	+0.6%	+$1.52K	0.01%	996
2019 Q1	$257K	Buy	3,728 +305	+9%	+$21.8K	0.01%	967
2018 Q4	$213K	Buy	3,423 +18	+0.5%	+$1.19K	0.01%	964
2018 Q3	$236K	Buy	3,405 +17	+0.5%	+$1.22K	0.01%	999
2018 Q2	$232K	Buy	3,388 +17	+0.5%	+$1.24K	0.01%	774
2018 Q1	$245K	Hold	3,371	–	–	0.01%	611
2017 Q4	$236K	Hold	3,371	–	–	0.01%	610
2017 Q3	$222K	Hold	3,371	–	–	0.01%	643
2017 Q2	$217K	Hold	3,371	–	–	0.01%	779
2017 Q1	$235K	Sell	3,371 -2,100	-38%	-$152K	0.01%	741
2016 Q4	$393K	Buy	+5,471	New	+$342K	0.02%	549
2016 Q1	–	Sell	-4,295	Closed	-$206K	–	785
2015 Q4	$206K	Hold	4,295	–	–	0.01%	643
2015 Q3	$211K	Hold	4,295	–	–	0.01%	634
2015 Q2	$248K	Hold	4,295	–	–	0.01%	654
2015 Q1	$225K	Hold	4,295	–	–	0.01%	687
2014 Q4	$238K	Hold	4,295	–	–	0.01%	666
2014 Q3	$246K	Hold	4,295	–	–	0.01%	658
2014 Q2	$269K	Hold	4,295	–	–	0.01%	671
2014 Q1	$284K	Hold	4,295	–	–	0.02%	617
2013 Q4	$272K	Hold	4,295	–	–	0.01%	680
2013 Q3	$266K	Hold	4,295	–	–	0.01%	630
2013 Q2	$222K	Buy	+4,295	New	+$206K	0.01%	617

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Stephens Inc's PB Position: Q1 2025 in Review

Stephens Inc sold out of Prosperity Bancshares (PB) in Q1 2025, closing a stake of 2,689 shares — an estimated $203K sold.

Stephens Inc first reported a position in PB in Q2 2013 and held it in 43 quarters. The position peaked at $393K in Q4 2016. 388 funds tracked by Wall St. Rank hold PB as of Q1 2025.

Stephens Inc reported no remaining Prosperity Bancshares position as of Q1 2025 after selling out during the quarter.
Stephens Inc sold 2,689 Prosperity Bancshares shares in Q1 2025, an estimated $203K.
Stephens Inc first reported a position in Prosperity Bancshares in Q2 2013 and held it in 43 quarters.
Stephens Inc's Prosperity Bancshares position peaked at $393K in Q4 2016.
388 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2025.

Based on Stephens Inc's 13F filing for Q1 2025, filed 1 May 2025.