USCA RIA’s Prosperity Bancshares PB Stock Holding History

USCA RIA’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
2021 Q2	$510K	Buy	7,100 +100	+1%	+$7.47K	0.03%	391
2021 Q1	$524K	Hold	7,000	–	–	0.03%	375
2020 Q4	$486K	Sell	7,000 -2,000	-22%	-$123K	0.03%	333
2020 Q3	$466K	Hold	9,000	–	–	0.04%	297
2020 Q2	$534K	Hold	9,000	–	–	0.05%	278
2020 Q1	$434K	Hold	9,000	–	–	0.05%	276
2019 Q4	$647K	Hold	9,000	–	–	0.06%	301
2019 Q3	$636K	Hold	9,000	–	–	0.06%	283
2019 Q2	$594K	Hold	9,000	–	–	0.06%	278
2019 Q1	$622K	Hold	9,000	–	–	0.07%	261
2018 Q4	$561K	Hold	9,000	–	–	0.07%	250
2018 Q3	$624K	Hold	9,000	–	–	0.06%	280
2018 Q2	$615K	Hold	9,000	–	–	0.07%	275
2018 Q1	$654K	Hold	9,000	–	–	0.07%	262
2017 Q4	$631K	Hold	9,000	–	–	0.07%	272
2017 Q3	$578K	Hold	9,000	–	–	0.07%	264
2017 Q2	$578K	Hold	9,000	–	–	0.07%	265
2017 Q1	$627K	Hold	9,000	–	–	0.09%	237
2016 Q4	$646K	Hold	9,000	–	–	0.1%	218
2016 Q3	$494K	Hold	9,000	–	–	0.08%	246
2016 Q2	$459K	Hold	9,000	–	–	0.08%	245
2016 Q1	$418K	Hold	9,000	–	–	0.08%	231
2015 Q4	$431K	Hold	9,000	–	–	0.09%	219
2015 Q3	$442K	Hold	9,000	–	–	0.11%	201
2015 Q2	$520K	Hold	9,000	–	–	0.14%	173
2015 Q1	$472K	Hold	9,000	–	–	0.13%	186
2014 Q4	$498K	Hold	9,000	–	–	0.14%	172
2014 Q3	$515K	Hold	9,000	–	–	0.16%	164
2014 Q2	$563K	Sell	9,000 -1,302	-13%	-$78.8K	0.19%	136
2014 Q1	$681K	Buy	10,302 +1,302	+14%	+$82.4K	0.24%	127
2013 Q4	$571K	Hold	9,000	–	–	0.23%	135
2013 Q3	$557K	Hold	9,000	–	–	0.25%	109
2013 Q2	$466K	Buy	+9,000	New	+$432K	0.23%	126

Other funds holding PB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

USCA RIA's PB Position: Q2 2021 in Review

USCA RIA increased its Prosperity Bancshares (PB) stake by 1.4% in Q2 2021, buying an estimated $7.47K and bringing the position to 7,100 shares worth $510K. The position accounts for 0.03% of the portfolio, ranked #391.

USCA RIA first reported a position in PB in Q2 2013 and has held it in 33 quarters since. The position peaked at $681K in Q1 2014. 299 funds tracked by Wall St. Rank hold PB as of Q2 2021.

USCA RIA held 7,100 shares of Prosperity Bancshares worth $510K as of Q2 2021.
USCA RIA bought 100 Prosperity Bancshares shares in Q2 2021, an estimated $7.47K.
Prosperity Bancshares made up 0.03% of USCA RIA's portfolio in Q2 2021, its #391 holding.
USCA RIA first reported a position in Prosperity Bancshares in Q2 2013 and has held it in 33 quarters since.
USCA RIA's Prosperity Bancshares position peaked at $681K in Q1 2014.
299 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.