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
2023 Q3	–	Sell	-1	Closed	–	–	911
2023 Q2	$0	Buy	+1	New	+$60	﹤0.01%	1041

Other funds holding PB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Summit Securities Group's PB Position: Q3 2023 in Review

Summit Securities Group sold out of Prosperity Bancshares (PB) in Q3 2023, closing a stake of 1 share.

Summit Securities Group first reported a position in PB in Q2 2023 and held it in 1 quarter. The position peaked at $0 in Q2 2023. 298 funds tracked by Wall St. Rank hold PB as of Q3 2023.

Summit Securities Group reported no remaining Prosperity Bancshares position as of Q3 2023 after selling out during the quarter.
Summit Securities Group sold 1 Prosperity Bancshares share in Q3 2023.
Summit Securities Group first reported a position in Prosperity Bancshares in Q2 2023 and held it in 1 quarter.
Summit Securities Group's Prosperity Bancshares position peaked at $0 in Q2 2023.
298 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2023.

Based on Summit Securities Group's 13F filing for Q3 2023, filed 13 Nov 2023.