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Summit Financial’s Prosperity Bancshares PB Stock Holding History

Summit Financial’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
-32,789
Closed -$2.32M – 1257
2025
Q2 		$2.32M Buy
32,789
+2,217
+7% +$153K 0.05% 271
2025
Q1 		$2.18M Buy
+30,572
New +$2.31M 0.06% 249

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Summit Financial's PB Position: Q3 2025 in Review

Summit Financial sold out of Prosperity Bancshares (PB) in Q3 2025, closing a stake of 32,789 shares — an estimated $2.32M sold.

Summit Financial first reported a position in PB in Q1 2025 and held it in 2 quarters. The position peaked at $2.32M in Q2 2025. 399 funds tracked by Wall St. Rank hold PB as of Q3 2025.

  • Summit Financial reported no remaining Prosperity Bancshares position as of Q3 2025 after selling out during the quarter.
  • Summit Financial sold 32,789 Prosperity Bancshares shares in Q3 2025, an estimated $2.32M.
  • Summit Financial first reported a position in Prosperity Bancshares in Q1 2025 and held it in 2 quarters.
  • Summit Financial's Prosperity Bancshares position peaked at $2.32M in Q2 2025.
  • 399 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2025.

Based on Summit Financial's 13F filing for Q3 2025, filed 14 Nov 2025.