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Summit Trail Advisors’s Prosperity Bancshares PB Stock Holding History

Summit Trail Advisors’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 		$3.12M Buy
42,664
+4,901
+13% +$341K 0.04% 351
2026
Q1 		$2.54M Buy
37,763
+25,277
+202% +$1.77M 0.04% 397
2025
Q4 		$865K Sell
12,486
-7,108
-36% -$480K 0.01% 886
2025
Q3 		$1.3M Buy
19,594
+15,085
+335% +$1.04M 0.02% 679
2025
Q2 		$314K Buy
+4,509
New +$311K 0.01% 905
2018
Q1 		– Sell
-54
Closed -$4K – 1303
2017
Q4 		$4K Buy
+54
New +$3.61K ﹤0.01% 1482

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 Trail Advisors's PB Position: Q2 2026 in Review

Summit Trail Advisors increased its Prosperity Bancshares (PB) stake by 13% in Q2 2026, buying an estimated $341K and bringing the position to 42,664 shares worth $3.12M. The position accounts for 0.04% of the portfolio, ranked #351.

Summit Trail Advisors first reported a position in PB in Q4 2017 and has held it in 6 quarters since. 455 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Summit Trail Advisors held 42,664 shares of Prosperity Bancshares worth $3.12M as of Q2 2026.
  • Summit Trail Advisors bought 4,901 Prosperity Bancshares shares in Q2 2026, an estimated $341K.
  • Prosperity Bancshares made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #351 holding.
  • Summit Trail Advisors first reported a position in Prosperity Bancshares in Q4 2017 and has held it in 6 quarters since.
  • 455 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.