Vest Financial
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Vest Financial’s Prosperity Bancshares PB Stock Holding History

Vest Financial’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 		$1.73M Buy
26,099
+869
+3% +$62.7K 0.02% 356
2026
Q2 		$1.84M Buy
25,230
+348
+1% +$24.2K 0.02% 346
2026
Q1 		$1.67M Buy
24,882
+2,416
+11% +$169K 0.02% 337
2025
Q4 		$1.55M Buy
+22,466
New +$1.52M 0.02% 334

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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Opinicus Capital
Opinicus Capital Tampa, Florida $186M AUM 30.42% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

Vest Financial's PB Position: Q3 2026 in Review

Vest Financial increased its Prosperity Bancshares (PB) stake by 3.4% in Q3 2026, buying an estimated $62.7K and bringing the position to 26,099 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #356.

Vest Financial first reported a position in PB in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.84M in Q2 2026. 131 funds tracked by Wall St. Rank hold PB as of Q3 2026.

  • Vest Financial held 26,099 shares of Prosperity Bancshares worth $1.73M as of Q3 2026.
  • Vest Financial bought 869 Prosperity Bancshares shares in Q3 2026, an estimated $62.7K.
  • Prosperity Bancshares made up 0.02% of Vest Financial's portfolio in Q3 2026, its #356 holding.
  • Vest Financial first reported a position in Prosperity Bancshares in Q4 2025 and has held it in 4 quarters since.
  • Vest Financial's Prosperity Bancshares position peaked at $1.84M in Q2 2026.
  • 131 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.