TWD
PB icon

True Wealth Design’s Prosperity Bancshares PB Stock Holding History

True Wealth Design’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 		$77.6K Buy
1,062
+18
+2% +$1.25K 0.02% 333
2026
Q1 		$70.1K Buy
1,044
+99
+10% +$6.94K 0.02% 304
2025
Q4 		$65.3K Buy
945
+607
+180% +$41K 0.02% 264
2025
Q3 		$22.4K Buy
338
+269
+390% +$18.5K 0.01% 566
2025
Q2 		$4.85K Sell
69
-223
-76% -$15.4K ﹤0.01% 819
2025
Q1 		$20.8K Buy
292
+35
+14% +$2.65K 0.01% 332
2024
Q4 		$19.4K Buy
+257
New +$19.8K 0.01% 326

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

True Wealth Design's PB Position: Q2 2026 in Review

True Wealth Design increased its Prosperity Bancshares (PB) stake by 1.7% in Q2 2026, buying an estimated $1.25K and bringing the position to 1,062 shares worth $77.6K. The position accounts for 0.02% of the portfolio, ranked #333.

True Wealth Design first reported a position in PB in Q4 2024 and has held it in 7 quarters since. 453 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • True Wealth Design held 1,062 shares of Prosperity Bancshares worth $77.6K as of Q2 2026.
  • True Wealth Design bought 18 Prosperity Bancshares shares in Q2 2026, an estimated $1.25K.
  • Prosperity Bancshares made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #333 holding.
  • True Wealth Design first reported a position in Prosperity Bancshares in Q4 2024 and has held it in 7 quarters since.
  • 453 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.