SFC
PB icon

Strategic Financial Concepts’s Prosperity Bancshares PB Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-69,700
Closed -$955 – 568
2024
Q2 		$955 Buy
+69,700
New +$4.3M ﹤0.01% 613

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Strategic Financial Concepts's PB Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Prosperity Bancshares (PB) in Q3 2024, closing a stake of 69,700 shares — an estimated $955 sold.

Strategic Financial Concepts first reported a position in PB in Q2 2024 and held it in 1 quarter. The position peaked at $955 in Q2 2024. 356 funds tracked by Wall St. Rank hold PB as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Prosperity Bancshares position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 69,700 Prosperity Bancshares shares in Q3 2024, an estimated $955.
  • Strategic Financial Concepts first reported a position in Prosperity Bancshares in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Prosperity Bancshares position peaked at $955 in Q2 2024.
  • 356 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.