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Uniting Wealth Partners’s Prosperity Bancshares PB Stock Holding History

Uniting Wealth Partners’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 		$251K Hold
3,411
– – 0.05% 171
2026
Q1 		$231K Hold
3,411
– – 0.05% 181
2025
Q4 		$238K Hold
3,411
– – 0.07% 133
2025
Q3 		$228K Hold
3,411
– – 0.05% 170
2025
Q2 		$240K Hold
3,411
– – 0.09% 93
2025
Q1 		$243K Hold
3,411
– – 0.12% 84
2024
Q4 		$257K Buy
+3,411
New +$263K 0.12% 77

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

Uniting Wealth Partners's PB Position: Q2 2026 in Review

Uniting Wealth Partners held its Prosperity Bancshares (PB) position steady in Q2 2026 at 3,411 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #171.

Uniting Wealth Partners first reported a position in PB in Q4 2024 and has held it in 7 quarters since. The position peaked at $257K in Q4 2024. 453 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Uniting Wealth Partners held 3,411 shares of Prosperity Bancshares worth $251K as of Q2 2026.
  • Uniting Wealth Partners left its Prosperity Bancshares share count unchanged in Q2 2026.
  • Prosperity Bancshares made up 0.05% of Uniting Wealth Partners's portfolio in Q2 2026, its #171 holding.
  • Uniting Wealth Partners first reported a position in Prosperity Bancshares in Q4 2024 and has held it in 7 quarters since.
  • Uniting Wealth Partners's Prosperity Bancshares position peaked at $257K in Q4 2024.
  • 453 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.