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Venturi Wealth Management’s Prosperity Bancshares PB Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-1,939
Closed -$146K – 1454
2024
Q4 		$146K Buy
1,939
+1,905
+5,603% +$147K 0.01% 633
2024
Q3 		$2.45K Buy
34
+2
+6% +$140 ﹤0.01% 1635
2024
Q2 		$1.96K Buy
+32
New +$1.97K ﹤0.01% 1366

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Venturi Wealth Management's PB Position: Q1 2025 in Review

Venturi Wealth Management sold out of Prosperity Bancshares (PB) in Q1 2025, closing a stake of 1,939 shares — an estimated $146K sold.

Venturi Wealth Management first reported a position in PB in Q2 2024 and held it in 3 quarters. The position peaked at $146K in Q4 2024. 388 funds tracked by Wall St. Rank hold PB as of Q1 2025.

  • Venturi Wealth Management reported no remaining Prosperity Bancshares position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,939 Prosperity Bancshares shares in Q1 2025, an estimated $146K.
  • Venturi Wealth Management first reported a position in Prosperity Bancshares in Q2 2024 and held it in 3 quarters.
  • Venturi Wealth Management's Prosperity Bancshares position peaked at $146K in Q4 2024.
  • 388 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.