Wealth Enhancement Advisory Services
PB icon

Wealth Enhancement Advisory Services’s Prosperity Bancshares PB Stock Holding History

Wealth Enhancement Advisory Services’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 		$7.02M Buy
106,944
+8,066
+8% +$561K 0.01% 830
2026
Q1 		$6.11M Buy
98,878
+39,126
+65% +$2.74M 0.01% 802
2025
Q4 		$4.25M Buy
59,752
+26,774
+81% +$1.81M 0.01% 1101
2025
Q3 		$2.16M Buy
32,978
+10,050
+44% +$691K ﹤0.01% 1390
2025
Q2 		$1.69M Buy
22,928
+15,566
+211% +$1.07M ﹤0.01% 1444
2025
Q1 		$525K Buy
7,362
+561
+8% +$42.5K ﹤0.01% 2025
2024
Q4 		$512K Buy
6,801
+608
+10% +$46.9K ﹤0.01% 1975
2024
Q3 		$446K Buy
6,193
+610
+11% +$42.6K ﹤0.01% 1895
2024
Q2 		$341K Sell
5,583
-160
-3% -$9.86K ﹤0.01% 1890
2024
Q1 		$378K Buy
5,743
+488
+9% +$31.1K ﹤0.01% 1757
2023
Q4 		$356K Buy
5,255
+477
+10% +$27.9K ﹤0.01% 1711
2023
Q3 		$261K Buy
+4,778
New +$277K ﹤0.01% 1827

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

Wealth Enhancement Advisory Services's PB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Prosperity Bancshares (PB) stake by 8.2% in Q2 2026, buying an estimated $561K and bringing the position to 106,944 shares worth $7.02M. The position accounts for 0.01% of the portfolio, ranked #830.

Wealth Enhancement Advisory Services first reported a position in PB in Q3 2023 and has held it in 12 quarters since. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 106,944 shares of Prosperity Bancshares worth $7.02M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,066 Prosperity Bancshares shares in Q2 2026, an estimated $561K.
  • Prosperity Bancshares made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #830 holding.
  • Wealth Enhancement Advisory Services first reported a position in Prosperity Bancshares in Q3 2023 and has held it in 12 quarters since.
  • 456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.