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Waverly Advisors’s Prosperity Bancshares PB Stock Holding History

Waverly Advisors’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 		$520K Buy
7,126
+1,278
+22% +$88.9K ﹤0.01% 1161
2026
Q1 		$393K Buy
5,848
+2,729
+87% +$191K ﹤0.01% 1196
2025
Q4 		$216K Buy
+3,119
New +$210K ﹤0.01% 1358

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 $3.37T AUM 44.26% 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

Waverly Advisors's PB Position: Q2 2026 in Review

Waverly Advisors increased its Prosperity Bancshares (PB) stake by 22% in Q2 2026, buying an estimated $88.9K and bringing the position to 7,126 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Waverly Advisors first reported a position in PB in Q4 2025 and has held it in 3 quarters since. 453 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Waverly Advisors held 7,126 shares of Prosperity Bancshares worth $520K as of Q2 2026.
  • Waverly Advisors bought 1,278 Prosperity Bancshares shares in Q2 2026, an estimated $88.9K.
  • Prosperity Bancshares made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1161 holding.
  • Waverly Advisors first reported a position in Prosperity Bancshares in Q4 2025 and has held it in 3 quarters since.
  • 453 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.