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Trust Point Inc’s Prosperity Bancshares PB Stock Holding History

Trust Point Inc’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
2025
Q1 		– Sell
-4,770
Closed -$359K – 536
2024
Q4 		$359K Buy
4,770
+1,367
+40% +$106K 0.02% 373
2024
Q3 		$245K Buy
3,403
+35
+1% +$2.44K 0.02% 445
2024
Q2 		$206K Sell
3,368
-158
-4% -$9.74K 0.02% 478
2024
Q1 		$232K Buy
3,526
+415
+13% +$26.5K 0.02% 472
2023
Q4 		$211K Buy
+3,111
New +$182K 0.02% 475

Other funds holding PB

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Trust Point Inc's PB Position: Q1 2025 in Review

Trust Point Inc sold out of Prosperity Bancshares (PB) in Q1 2025, closing a stake of 4,770 shares — an estimated $359K sold.

Trust Point Inc first reported a position in PB in Q4 2023 and held it in 5 quarters. The position peaked at $359K in Q4 2024. 388 funds tracked by Wall St. Rank hold PB as of Q1 2025.

  • Trust Point Inc reported no remaining Prosperity Bancshares position as of Q1 2025 after selling out during the quarter.
  • Trust Point Inc sold 4,770 Prosperity Bancshares shares in Q1 2025, an estimated $359K.
  • Trust Point Inc first reported a position in Prosperity Bancshares in Q4 2023 and held it in 5 quarters.
  • Trust Point Inc's Prosperity Bancshares position peaked at $359K in Q4 2024.
  • 388 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2025.

Based on Trust Point Inc's 13F filing for Q1 2025, filed 17 Apr 2025.