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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Valley Wealth Managers's PB Position: Q1 2026 in Review

Valley Wealth Managers held its Prosperity Bancshares (PB) position steady in Q1 2026 at 216 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Valley Wealth Managers first reported a position in PB in Q2 2020 and has held it in 17 quarters since. The position peaked at $17.6M in Q1 2021. 430 funds tracked by Wall St. Rank hold PB as of Q1 2026.

  • Valley Wealth Managers held 216 shares of Prosperity Bancshares worth $14.5K as of Q1 2026.
  • Valley Wealth Managers left its Prosperity Bancshares share count unchanged in Q1 2026.
  • Prosperity Bancshares made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #257 holding.
  • Valley Wealth Managers first reported a position in Prosperity Bancshares in Q2 2020 and has held it in 17 quarters since.
  • Valley Wealth Managers's Prosperity Bancshares position peaked at $17.6M in Q1 2021.
  • 430 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.