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Wealth Preservation Advisors’s Prosperity Bancshares PB Stock Holding History

Wealth Preservation 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 		– Sell
-550
Closed -$36.9K – 695
2026
Q1 		$36.9K Buy
+550
New +$38.6K 0.03% 214

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 Preservation Advisors's PB Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Prosperity Bancshares (PB) in Q2 2026, closing a stake of 550 shares — an estimated $36.9K sold.

Wealth Preservation Advisors first reported a position in PB in Q1 2026 and held it in 1 quarter. The position peaked at $36.9K in Q1 2026. 453 funds tracked by Wall St. Rank hold PB as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Prosperity Bancshares position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 550 Prosperity Bancshares shares in Q2 2026, an estimated $36.9K.
  • Wealth Preservation Advisors first reported a position in Prosperity Bancshares in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Prosperity Bancshares position peaked at $36.9K in Q1 2026.
  • 453 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.

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