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 Q3	$6.38M	Sell	105,255 -1,689	-2%	-$122K	0.01%	956
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%	-$9.9K	﹤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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Opinicus Capital Tampa, Florida $186M AUM 30.42% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services's PB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Prosperity Bancshares (PB) stake by 1.6% in Q3 2026, selling an estimated $122K and leaving 105,255 shares worth $6.38M. The position accounts for 0.01% of the portfolio, ranked #956.

Wealth Enhancement Advisory Services first reported a position in PB in Q3 2023 and has held it in 13 quarters since. The position peaked at $7.02M in Q2 2026. 139 funds tracked by Wall St. Rank hold PB as of Q3 2026.

Wealth Enhancement Advisory Services held 105,255 shares of Prosperity Bancshares worth $6.38M as of Q3 2026.
Wealth Enhancement Advisory Services sold 1,689 Prosperity Bancshares shares in Q3 2026, an estimated $122K.
Prosperity Bancshares made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #956 holding.
Wealth Enhancement Advisory Services first reported a position in Prosperity Bancshares in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's Prosperity Bancshares position peaked at $7.02M in Q2 2026.
139 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.