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Steward Partners Investment Advisory’s Prosperity Bancshares PB Stock Holding History

Steward Partners Investment Advisory’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
-410
Closed -$28.3K – 4531
2025
Q4 		$28.3K Sell
410
-60
-13% -$4.05K ﹤0.01% 2980
2025
Q3 		$31.2K Sell
470
-26
-5% -$1.79K ﹤0.01% 2868
2025
Q2 		$34.8K Buy
496
+26
+6% +$1.79K ﹤0.01% 2655
2025
Q1 		$33.5K Hold
470
– – ﹤0.01% 2578
2024
Q4 		$35.4K Hold
470
– – ﹤0.01% 2521
2024
Q3 		$33.9K Hold
470
– – ﹤0.01% 2426
2024
Q2 		$28.7K Hold
470
– – ﹤0.01% 2366
2024
Q1 		$30.9K Hold
470
– – ﹤0.01% 2328
2023
Q4 		$31.8K Buy
470
+60
+15% +$3.51K ﹤0.01% 2162
2023
Q3 		$22.4K Sell
410
-300
-42% -$17.4K ﹤0.01% 2251
2023
Q2 		$40.1K Hold
710
– – ﹤0.01% 1972
2023
Q1 		$43.7K Hold
710
– – ﹤0.01% 1913
2022
Q4 		$51.6K Buy
710
+300
+73% +$21.7K ﹤0.01% 1824
2022
Q3 		$27K Sell
410
-19
-4% -$1.36K ﹤0.01% 2077
2022
Q2 		$29K Buy
429
+19
+5% +$1.3K ﹤0.01% 2065
2022
Q1 		$28K Hold
410
– – ﹤0.01% 2208
2021
Q4 		$30K Hold
410
– – ﹤0.01% 2146
2021
Q3 		$29K Hold
410
– – ﹤0.01% 2157
2021
Q2 		$29K Sell
410
-1,749
-81% -$131K ﹤0.01% 4310
2021
Q1 		$162K Buy
2,159
+135
+7% +$9.87K ﹤0.01% 1392
2020
Q4 		$140K Buy
2,024
+118
+6% +$7.24K ﹤0.01% 1220
2020
Q3 		$99K Sell
1,906
-47
-2% -$2.58K ﹤0.01% 1229
2020
Q2 		$116K Buy
1,953
+707
+57% +$40.8K ﹤0.01% 1089
2020
Q1 		$60K Buy
1,246
+243
+24% +$15.8K ﹤0.01% 1199
2019
Q4 		$72K Buy
1,003
+94
+10% +$6.64K ﹤0.01% 1251
2019
Q3 		$64K Buy
909
+66
+8% +$4.44K ﹤0.01% 1259
2019
Q2 		$55K Buy
+843
New +$58.3K ﹤0.01% 1301
2018
Q4 		– Sell
-198
Closed -$14K – 1724
2018
Q3 		$14K Buy
+198
New +$14.3K ﹤0.01% 1734

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's PB Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Prosperity Bancshares (PB) in Q1 2026, closing a stake of 410 shares — an estimated $28.3K sold.

Steward Partners Investment Advisory first reported a position in PB in Q3 2018 and held it in 28 quarters. The position peaked at $162K in Q1 2021. 435 funds tracked by Wall St. Rank hold PB as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining Prosperity Bancshares position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 410 Prosperity Bancshares shares in Q1 2026, an estimated $28.3K.
  • Steward Partners Investment Advisory first reported a position in Prosperity Bancshares in Q3 2018 and held it in 28 quarters.
  • Steward Partners Investment Advisory's Prosperity Bancshares position peaked at $162K in Q1 2021.
  • 435 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.