Waypoint Wealth Counsel
PB icon

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
Q3 		$231K Buy
3,484
+106
+3% +$7.65K 0.13% 133
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

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
North Reef Capital Management
North Reef Capital Management Laguna Beach, California $2.78B AUM 0.6% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Waypoint Wealth Counsel's PB Position: Q3 2026 in Review

Waypoint Wealth Counsel increased its Prosperity Bancshares (PB) stake by 3.1% in Q3 2026, buying an estimated $7.65K and bringing the position to 3,484 shares worth $231K. The position accounts for 0.13% of the portfolio, ranked #133.

Waypoint Wealth Counsel first reported a position in PB in Q3 2025 and has held it in 5 quarters since. The position peaked at $391K in Q4 2025. 370 funds tracked by Wall St. Rank hold PB as of Q3 2026.

  • Waypoint Wealth Counsel held 3,484 shares of Prosperity Bancshares worth $231K as of Q3 2026.
  • Waypoint Wealth Counsel bought 106 Prosperity Bancshares shares in Q3 2026, an estimated $7.65K.
  • Prosperity Bancshares made up 0.13% of Waypoint Wealth Counsel's portfolio in Q3 2026, its #133 holding.
  • Waypoint Wealth Counsel first reported a position in Prosperity Bancshares in Q3 2025 and has held it in 5 quarters since.
  • Waypoint Wealth Counsel's Prosperity Bancshares position peaked at $391K in Q4 2025.
  • 370 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2026, filed 22 Oct 2026.