United Capital Financial Advisors’s Prosperity Bancshares PB Stock Holding History

United Capital Financial 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	$322K	Buy	+4,407	New	+$307K	﹤0.01%	1339
2020 Q2	–	Sell	-296,866	Closed	-$14.3M	–	1238
2020 Q1	$14.3M	Buy	296,866 +21,532	+8%	+$1.4M	0.12%	191
2019 Q4	$19.8M	Buy	275,334 +19,017	+7%	+$1.34M	0.13%	197
2019 Q3	$18.1M	Buy	256,317 +17,234	+7%	+$1.16M	0.13%	195
2019 Q2	$15.8M	Buy	239,083 +19,022	+9%	+$1.32M	0.1%	216
2019 Q1	$15.2M	Buy	220,061 +20,480	+10%	+$1.46M	0.11%	214
2018 Q4	$12.4M	Buy	199,581 +14,032	+8%	+$926K	0.1%	222
2018 Q3	$12.9M	Buy	185,549 +10,930	+6%	+$787K	0.09%	247
2018 Q2	$11.9M	Buy	174,619 +5,566	+3%	+$406K	0.09%	266
2018 Q1	$12.3M	Sell	169,053 -15,779	-9%	-$1.18M	0.09%	246
2017 Q4	$13M	Sell	184,832 -2,437	-1%	-$163K	0.1%	246
2017 Q3	$12.3M	Buy	+187,269	New	+$11.7M	0.1%	239

Other funds holding PB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

United Capital Financial Advisors's PB Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in Prosperity Bancshares (PB) in Q2 2026: 4,407 shares worth $322K. The stake represents ﹤0.01% of the portfolio and ranks #1339 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in PB as recently as Q1 2020.

United Capital Financial Advisors first reported a position in PB in Q3 2017 and has held it in 12 quarters since. The position peaked at $19.8M in Q4 2019. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.

United Capital Financial Advisors held 4,407 shares of Prosperity Bancshares worth $322K as of Q2 2026.
Prosperity Bancshares was a new United Capital Financial Advisors position in Q2 2026.
Prosperity Bancshares made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1339 holding.
United Capital Financial Advisors first reported a position in Prosperity Bancshares in Q3 2017 and has held it in 12 quarters since.
United Capital Financial Advisors's Prosperity Bancshares position peaked at $19.8M in Q4 2019.
456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.