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Waypoint Wealth Counsel’s Prosperity Bancshares PB Stock Holding History

Waypoint Wealth Counsel’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 		$247K Sell
3,378
-1,437
-30% -$100K 0.15% 114
2026
Q1 		$323K Sell
4,815
-848
-15% -$59.4K 0.17% 133
2025
Q4 		$391K Buy
5,663
+1,167
+26% +$78.7K 0.14% 139
2025
Q3 		$298K Buy
+4,496
New +$309K 0.12% 171

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

Waypoint Wealth Counsel's PB Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Prosperity Bancshares (PB) stake by 30% in Q2 2026, selling an estimated $100K and leaving 3,378 shares worth $247K. The position accounts for 0.15% of the portfolio, ranked #114.

Waypoint Wealth Counsel first reported a position in PB in Q3 2025 and has held it in 4 quarters since. The position peaked at $391K in Q4 2025. 455 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Waypoint Wealth Counsel held 3,378 shares of Prosperity Bancshares worth $247K as of Q2 2026.
  • Waypoint Wealth Counsel sold 1,437 Prosperity Bancshares shares in Q2 2026, an estimated $100K.
  • Prosperity Bancshares made up 0.15% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #114 holding.
  • Waypoint Wealth Counsel first reported a position in Prosperity Bancshares in Q3 2025 and has held it in 4 quarters since.
  • Waypoint Wealth Counsel's Prosperity Bancshares position peaked at $391K in Q4 2025.
  • 455 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.