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TFC Financial Management’s Prosperity Bancshares PB Stock Holding History

TFC Financial Management’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
Q4 		– Sell
-8
Closed -$437 – 706
2023
Q3 		$437 Buy
+8
New +$464 ﹤0.01% 620

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TFC Financial Management's PB Position: Q4 2023 in Review

TFC Financial Management sold out of Prosperity Bancshares (PB) in Q4 2023, closing a stake of 8 shares — an estimated $437 sold.

TFC Financial Management first reported a position in PB in Q3 2023 and held it in 1 quarter. The position peaked at $437 in Q3 2023. 314 funds tracked by Wall St. Rank hold PB as of Q4 2023.

  • TFC Financial Management reported no remaining Prosperity Bancshares position as of Q4 2023 after selling out during the quarter.
  • TFC Financial Management sold 8 Prosperity Bancshares shares in Q4 2023, an estimated $437.
  • TFC Financial Management first reported a position in Prosperity Bancshares in Q3 2023 and held it in 1 quarter.
  • TFC Financial Management's Prosperity Bancshares position peaked at $437 in Q3 2023.
  • 314 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2023.

Based on TFC Financial Management's 13F filing for Q4 2023, filed 25 Jan 2024.