SFG
PB icon

Steward Financial Group’s Prosperity Bancshares PB Stock Holding History

Steward Financial Group’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
2023
Q3 		$158K Sell
2,906
-26
-0.9% -$1.51K 0.05% 80
2023
Q2 		$165K Buy
+2,932
New +$175K 0.05% 73
2022
Q3 		– Sell
-2,919
Closed -$199K – 962
2022
Q2 		$199K Buy
2,919
+45
+2% +$3.09K 0.17% 39
2022
Q1 		$199K Hold
2,874
– – 0.18% 35
2021
Q4 		$207K Buy
+2,874
New +$213K 0.19% 29

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Steward Financial Group's PB Position: Q3 2023 in Review

Steward Financial Group reduced its Prosperity Bancshares (PB) stake by 0.89% in Q3 2023, selling an estimated $1.51K and leaving 2,906 shares worth $158K. The position accounts for 0.05% of the portfolio, ranked #80.

Steward Financial Group first reported a position in PB in Q4 2021 and has held it in 5 quarters since. The position peaked at $207K in Q4 2021. 298 funds tracked by Wall St. Rank hold PB as of Q3 2023.

  • Steward Financial Group held 2,906 shares of Prosperity Bancshares worth $158K as of Q3 2023.
  • Steward Financial Group sold 26 Prosperity Bancshares shares in Q3 2023, an estimated $1.51K.
  • Prosperity Bancshares made up 0.05% of Steward Financial Group's portfolio in Q3 2023, its #80 holding.
  • Steward Financial Group first reported a position in Prosperity Bancshares in Q4 2021 and has held it in 5 quarters since.
  • Steward Financial Group's Prosperity Bancshares position peaked at $207K in Q4 2021.
  • 298 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.