U.S. Capital Wealth Advisors’s Prosperity Bancshares PB Stock Holding History

U.S. Capital 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 Q1	$208K	Buy	3,100 +33	+1%	+$2.31K	0.01%	946
2025 Q4	$212K	Buy	3,067 +51	+2%	+$3.44K	0.01%	910
2025 Q3	$200K	Sell	3,016 -92	-3%	-$6.32K	0.01%	900
2025 Q2	$218K	Sell	3,108 -218	-7%	-$15K	0.01%	815
2025 Q1	$237K	Buy	3,326 +156	+5%	+$11.8K	0.01%	762
2024 Q4	$239K	Buy	3,170 +9	+0.3%	+$695	0.01%	734
2024 Q3	$228K	Buy	+3,161	New	+$221K	0.01%	650
2024 Q2	–	Sell	-4,156	Closed	-$273K	–	703
2024 Q1	$273K	Sell	4,156 -1,892	-31%	-$121K	0.01%	584
2023 Q4	$410K	Sell	6,048 -1,000	-14%	-$58.5K	0.02%	490
2023 Q3	$385K	Sell	7,048 -96	-1%	-$5.57K	0.02%	474
2023 Q2	$403K	Sell	7,144 -1	-0%	-$60	0.02%	477
2023 Q1	$440K	Buy	7,145 +145	+2%	+$10.3K	0.02%	457
2022 Q4	$509K	Hold	7,000	–	–	0.02%	447
2022 Q3	$467K	Hold	7,000	–	–	0.02%	454
2022 Q2	$478K	Hold	7,000	–	–	0.02%	469
2022 Q1	$486K	Hold	7,000	–	–	0.02%	519
2021 Q4	$506K	Hold	7,000	–	–	0.02%	506
2021 Q3	$498K	Buy	+7,000	New	+$484K	0.02%	511

Other funds holding PB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

U.S. Capital Wealth Advisors's PB Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Prosperity Bancshares (PB) stake by 1.1% in Q1 2026, buying an estimated $2.31K and bringing the position to 3,100 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #946.

U.S. Capital Wealth Advisors first reported a position in PB in Q3 2021 and has held it in 18 quarters since. The position peaked at $509K in Q4 2022. 430 funds tracked by Wall St. Rank hold PB as of Q1 2026.

U.S. Capital Wealth Advisors held 3,100 shares of Prosperity Bancshares worth $208K as of Q1 2026.
U.S. Capital Wealth Advisors bought 33 Prosperity Bancshares shares in Q1 2026, an estimated $2.31K.
Prosperity Bancshares made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #946 holding.
U.S. Capital Wealth Advisors first reported a position in Prosperity Bancshares in Q3 2021 and has held it in 18 quarters since.
U.S. Capital Wealth Advisors's Prosperity Bancshares position peaked at $509K in Q4 2022.
430 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.