Valley Wealth Managers
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Valley Wealth Managers’s Prosperity Bancshares PB Stock Holding History

Valley Wealth Managers’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
Q3 		$14.3K Hold
216
– – ﹤0.01% 273
2026
Q2 		$15.8K Hold
216
– – ﹤0.01% 264
2026
Q1 		$14.5K Hold
216
– – ﹤0.01% 257
2025
Q4 		$14.9K Buy
+216
New +$14.6K ﹤0.01% 262
2024
Q1 		– Sell
-300
Closed -$19.1K – 345
2023
Q4 		$20.3K Sell
300
-224,352
-100% -$13.1M ﹤0.01% 248
2023
Q3 		$12.3M Sell
224,652
-7,472
-3% -$434K 1.02% 44
2023
Q2 		$13.1M Sell
232,124
-924
-0.4% -$55.2K 1.18% 42
2023
Q1 		$14.3M Sell
233,048
-879
-0.4% -$62.6K 1.3% 39
2022
Q4 		$17M Sell
233,927
-1,155
-0.5% -$83.4K 1.58% 31
2022
Q3 		$15.7M Sell
235,082
-2,228
-0.9% -$159K 1.56% 27
2022
Q2 		$16.2M Buy
237,310
+1,738
+0.7% +$119K 1.52% 29
2022
Q1 		$16.3M Buy
235,572
+3,458
+1% +$255K 1.37% 38
2021
Q4 		$16.8M Sell
232,114
-1,673
-0.7% -$124K 1.35% 40
2021
Q3 		$16.6M Buy
233,787
+1,151
+0.5% +$79.6K 1.45% 38
2021
Q2 		$16.7M Sell
232,636
-2,757
-1% -$206K 1.41% 41
2021
Q1 		$17.6M Sell
235,393
-77
-0% -$5.63K 1.58% 36
2020
Q4 		$16.3M Sell
235,470
-7,782
-3% -$477K 1.6% 28
2020
Q3 		$12.6M Buy
243,252
+5,164
+2% +$283K 1.39% 33
2020
Q2 		$14.1M Buy
+238,088
New +$13.7M 1.58% 30

Other funds holding PB

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
FOCUS Wealth Advisors
FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Valley Wealth Managers's PB Position: Q3 2026 in Review

Valley Wealth Managers held its Prosperity Bancshares (PB) position steady in Q3 2026 at 216 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Valley Wealth Managers first reported a position in PB in Q2 2020 and has held it in 19 quarters since. The position peaked at $17.6M in Q1 2021. 68 funds tracked by Wall St. Rank hold PB as of Q3 2026.

  • Valley Wealth Managers held 216 shares of Prosperity Bancshares worth $14.3K as of Q3 2026.
  • Valley Wealth Managers left its Prosperity Bancshares share count unchanged in Q3 2026.
  • Prosperity Bancshares made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #273 holding.
  • Valley Wealth Managers first reported a position in Prosperity Bancshares in Q2 2020 and has held it in 19 quarters since.
  • Valley Wealth Managers's Prosperity Bancshares position peaked at $17.6M in Q1 2021.
  • 68 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.