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Summit Securities Group’s Prosperity Bancshares PB Stock Holding History

Summit Securities 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
2026
Q2 		$11.2M Buy
+153,266
New +$10.7M 1.07% 23
2023
Q3 		– Sell
-1
Closed – – 911
2023
Q2 		$0 Buy
+1
New +$60 ﹤0.01% 1041

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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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

Summit Securities Group's PB Position: Q2 2026 in Review

Summit Securities Group opened a new position in Prosperity Bancshares (PB) in Q2 2026: 153,266 shares worth $11.2M. The stake represents 1.07% of the portfolio and ranks #23 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in PB as recently as Q2 2023.

Summit Securities Group first reported a position in PB in Q2 2023 and has held it in 2 quarters since. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Summit Securities Group held 153,266 shares of Prosperity Bancshares worth $11.2M as of Q2 2026.
  • Prosperity Bancshares was a new Summit Securities Group position in Q2 2026.
  • Prosperity Bancshares made up 1.07% of Summit Securities Group's portfolio in Q2 2026, its #23 holding.
  • Summit Securities Group first reported a position in Prosperity Bancshares in Q2 2023 and has held it in 2 quarters since.
  • 456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.