Wambolt & Associates’s Prosperity Bancshares PB Stock Holding History

Wambolt & 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
2025 Q1	–	Sell	-63,156	Closed	-$4.76M	–	180
2024 Q4	$4.76M	Hold	63,156	–	–	1.52%	13
2024 Q3	$4.43M	Sell	63,156 -2,566	-4%	-$179K	1.21%	22
2024 Q2	$3.98M	Sell	65,722 -1,394	-2%	-$85.9K	1.16%	25
2024 Q1	$4.32M	Sell	67,116 -757	-1%	-$48.3K	1.29%	16
2023 Q4	$4.6M	Sell	67,873 -20,913	-24%	-$1.22M	1.5%	5
2023 Q3	$4.72M	Buy	88,786 +80,295	+946%	+$4.66M	1.71%	4
2023 Q2	$480K	Hold	8,491	–	–	0.17%	166
2023 Q1	$517K	Hold	8,491	–	–	0.18%	157
2022 Q4	$617K	Sell	8,491 -500	-6%	-$36.1K	0.24%	133
2022 Q3	$600K	Hold	8,991	–	–	0.25%	128
2022 Q2	$614K	Hold	8,991	–	–	0.25%	131
2022 Q1	$624K	Hold	8,991	–	–	0.23%	136
2021 Q4	$650K	Hold	8,991	–	–	0.23%	132
2021 Q3	$655K	Hold	8,991	–	–	0.26%	125
2021 Q2	$652K	Hold	8,991	–	–	0.28%	119
2021 Q1	$685K	Sell	8,991 -4,645	-34%	-$340K	0.36%	98
2020 Q4	$946K	Hold	13,636	–	–	0.57%	64
2020 Q3	$707K	Hold	13,636	–	–	0.53%	64
2020 Q2	$810K	Hold	13,636	–	–	0.64%	53
2020 Q1	$658K	Sell	13,636 -6,293	-32%	-$410K	0.68%	48
2019 Q4	$1.43M	Hold	19,929	–	–	1.09%	27
2019 Q3	$1.41M	Hold	19,929	–	–	1.16%	26
2019 Q2	$1.32M	Buy	+19,929	New	+$1.38M	1.11%	26

Other funds holding PB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wambolt & Associates's PB Position: Q1 2025 in Review

Wambolt & Associates sold out of Prosperity Bancshares (PB) in Q1 2025, closing a stake of 63,156 shares — an estimated $4.76M sold.

Wambolt & Associates first reported a position in PB in Q2 2019 and held it in 23 quarters. The position peaked at $4.76M in Q4 2024. 388 funds tracked by Wall St. Rank hold PB as of Q1 2025.

Wambolt & Associates reported no remaining Prosperity Bancshares position as of Q1 2025 after selling out during the quarter.
Wambolt & Associates sold 63,156 Prosperity Bancshares shares in Q1 2025, an estimated $4.76M.
Wambolt & Associates first reported a position in Prosperity Bancshares in Q2 2019 and held it in 23 quarters.
Wambolt & Associates's Prosperity Bancshares position peaked at $4.76M in Q4 2024.
388 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2025.

Based on Wambolt & Associates's 13F filing for Q1 2025, filed 12 May 2025.