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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
Q3 		$70.3K Hold
1,062
– – 0.02% 390
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

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

True Wealth Design's PB Position: Q3 2026 in Review

True Wealth Design held its Prosperity Bancshares (PB) position steady in Q3 2026 at 1,062 shares worth $70.3K. The position accounts for 0.02% of the portfolio, ranked #390.

True Wealth Design first reported a position in PB in Q4 2024 and has held it in 8 quarters since. The position peaked at $77.6K in Q2 2026. 62 funds tracked by Wall St. Rank hold PB as of Q3 2026.

  • True Wealth Design held 1,062 shares of Prosperity Bancshares worth $70.3K as of Q3 2026.
  • True Wealth Design left its Prosperity Bancshares share count unchanged in Q3 2026.
  • Prosperity Bancshares made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #390 holding.
  • True Wealth Design first reported a position in Prosperity Bancshares in Q4 2024 and has held it in 8 quarters since.
  • True Wealth Design's Prosperity Bancshares position peaked at $77.6K in Q2 2026.
  • 62 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.