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Twin Peaks Wealth Advisors’s Prosperity Bancshares PB Stock Holding History

Twin Peaks Wealth 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 		– Sell
-123
Closed -$8.26K – 1604
2026
Q1 		$8.26K Buy
+123
New +$8.62K ﹤0.01% 1155
2025
Q3 		– Sell
-124
Closed -$8.33K – 1519
2025
Q2 		$8.33K Buy
+124
New +$8.54K ﹤0.01% 1036

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

Twin Peaks Wealth Advisors's PB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Prosperity Bancshares (PB) in Q2 2026, closing a stake of 123 shares — an estimated $8.26K sold.

Twin Peaks Wealth Advisors first reported a position in PB in Q2 2025 and held it in 2 quarters. The position peaked at $8.33K in Q2 2025. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Prosperity Bancshares position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 123 Prosperity Bancshares shares in Q2 2026, an estimated $8.26K.
  • Twin Peaks Wealth Advisors first reported a position in Prosperity Bancshares in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Prosperity Bancshares position peaked at $8.33K in Q2 2025.
  • 456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.