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Waddell & Associates’s Prosperity Bancshares PB Stock Holding History

Waddell & Associates’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
Q2 		$596K Sell
8,162
-1,044
-11% -$72.6K 0.03% 230
2026
Q1 		$618K Buy
9,206
+4,385
+91% +$307K 0.03% 188
2025
Q4 		$333K Buy
+4,821
New +$325K 0.02% 255

Other funds holding PB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Waddell & Associates's PB Position: Q2 2026 in Review

Waddell & Associates reduced its Prosperity Bancshares (PB) stake by 11% in Q2 2026, selling an estimated $72.6K and leaving 8,162 shares worth $596K. The position accounts for 0.03% of the portfolio, ranked #230.

Waddell & Associates first reported a position in PB in Q4 2025 and has held it in 3 quarters since. The position peaked at $618K in Q1 2026. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Waddell & Associates held 8,162 shares of Prosperity Bancshares worth $596K as of Q2 2026.
  • Waddell & Associates sold 1,044 Prosperity Bancshares shares in Q2 2026, an estimated $72.6K.
  • Prosperity Bancshares made up 0.03% of Waddell & Associates's portfolio in Q2 2026, its #230 holding.
  • Waddell & Associates first reported a position in Prosperity Bancshares in Q4 2025 and has held it in 3 quarters since.
  • Waddell & Associates's Prosperity Bancshares position peaked at $618K in Q1 2026.
  • 456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.