Wealthspire Advisors (New York)’s Prosperity Bancshares PB Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-421	Closed	-$27.9K	–	2324
2025 Q3	$27.9K	Buy	+421	New	+$28.9K	﹤0.01%	1499
2025 Q1	–	Sell	-17,474	Closed	-$1.32M	–	820
2024 Q4	$1.32M	Buy	17,474 +341	+2%	+$26.3K	0.01%	318
2024 Q3	$1.23M	Buy	17,133 +58	+0.3%	+$4.05K	0.01%	331
2024 Q2	$1.04M	Buy	17,075 +75	+0.4%	+$4.62K	0.01%	307
2024 Q1	$1.12M	Hold	17,000	–	–	0.01%	300
2023 Q4	$1.15M	Buy	17,000 +5,000	+42%	+$292K	0.02%	285
2023 Q3	$655K	Buy	12,000 +4,000	+50%	+$232K	0.01%	344
2023 Q2	$452K	Buy	8,000 +3,000	+60%	+$179K	0.01%	383
2023 Q1	$308K	Buy	+5,000	New	+$356K	0.01%	435

Other funds holding PB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wealthspire Advisors (New York)'s PB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Prosperity Bancshares (PB) in Q4 2025, closing a stake of 421 shares — an estimated $27.9K sold.

Wealthspire Advisors (New York) first reported a position in PB in Q1 2023 and held it in 9 quarters. The position peaked at $1.32M in Q4 2024. 417 funds tracked by Wall St. Rank hold PB as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Prosperity Bancshares position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 421 Prosperity Bancshares shares in Q4 2025, an estimated $27.9K.
Wealthspire Advisors (New York) first reported a position in Prosperity Bancshares in Q1 2023 and held it in 9 quarters.
Wealthspire Advisors (New York)'s Prosperity Bancshares position peaked at $1.32M in Q4 2024.
417 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.