Wellington Management Group’s Prosperity Bancshares PB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.95M Sell
118,306
-13,997
-11% -$981K ﹤0.01% 1300
2025
Q4
$9.14M Sell
132,303
-84,515
-39% -$5.7M ﹤0.01% 1273
2025
Q3
$14.4M Sell
216,818
-1,842,873
-89% -$127M ﹤0.01% 1147
2025
Q2
$145M Buy
2,059,691
+190,496
+10% +$13.1M 0.03% 437
2025
Q1
$133M Sell
1,869,195
-52,640
-3% -$3.98M 0.03% 446
2024
Q4
$145M Sell
1,921,835
-20,382
-1% -$1.57M 0.03% 447
2024
Q3
$140M Sell
1,942,217
-379,149
-16% -$26.5M 0.02% 467
2024
Q2
$142M Buy
2,321,366
+144,245
+7% +$8.89M 0.03% 460
2024
Q1
$143M Sell
2,177,121
-19,585
-0.9% -$1.25M 0.03% 466
2023
Q4
$149M Sell
2,196,706
-16,766
-0.8% -$980K 0.03% 459
2023
Q3
$121M Buy
2,213,472
+227,725
+11% +$13.2M 0.02% 473
2023
Q2
$112M Buy
1,985,747
+337,117
+20% +$20.1M 0.02% 518
2023
Q1
$101M Sell
1,648,630
-453,718
-22% -$32.3M 0.02% 530
2022
Q4
$153M Buy
2,102,348
+77,868
+4% +$5.62M 0.03% 440
2022
Q3
$135M Buy
2,024,480
+8,557
+0.4% +$611K 0.03% 451
2022
Q2
$138M Sell
2,015,923
-1,786,012
-47% -$123M 0.03% 466
2022
Q1
$264M Sell
3,801,935
-131,811
-3% -$9.72M 0.05% 350
2021
Q4
$284M Sell
3,933,746
-22,983
-0.6% -$1.7M 0.05% 355
2021
Q3
$281M Sell
3,956,729
-61,554
-2% -$4.26M 0.05% 363
2021
Q2
$289M Sell
4,018,283
-1,762
-0% -$132K 0.05% 359
2021
Q1
$301M Sell
4,020,045
-88,783
-2% -$6.49M 0.05% 333
2020
Q4
$285M Buy
4,108,828
+771,371
+23% +$47.3M 0.05% 326
2020
Q3
$173M Buy
3,337,457
+127,028
+4% +$6.96M 0.04% 404
2020
Q2
$191M Buy
3,210,429
+185,317
+6% +$10.7M 0.04% 369
2020
Q1
$146M Buy
3,025,112
+163,196
+6% +$10.6M 0.04% 376
2019
Q4
$206M Buy
2,861,916
+62,489
+2% +$4.41M 0.04% 399
2019
Q3
$198M Sell
2,799,427
-9,258
-0.3% -$622K 0.04% 378
2019
Q2
$186M Buy
2,808,685
+282,354
+11% +$19.5M 0.04% 386
2019
Q1
$174M Buy
2,526,331
+223,186
+10% +$15.9M 0.04% 395
2018
Q4
$143M Buy
2,303,145
+163,896
+8% +$10.8M 0.04% 410
2018
Q3
$148M Buy
2,139,249
+84,492
+4% +$6.08M 0.03% 461
2018
Q2
$140M Buy
2,054,757
+323,582
+19% +$23.6M 0.03% 471
2018
Q1
$126M Buy
1,731,175
+286,476
+20% +$21.5M 0.03% 501
2017
Q4
$101M Buy
1,444,699
+591,242
+69% +$39.5M 0.02% 569
2017
Q3
$56.1M Buy
853,457
+388,284
+83% +$24.3M 0.01% 725
2017
Q2
$29.9M Sell
465,173
-41,348
-8% -$2.72M 0.01% 890
2017
Q1
$35.3M Buy
+506,521
New +$36.8M 0.01% 841
2015
Q1
Sell
-178,354
Closed -$9.87M 2219
2014
Q4
$9.87M Buy
+178,354
New +$10.1M ﹤0.01% 1251
2014
Q3
Sell
-278,624
Closed -$17.4M 2216
2014
Q2
$17.4M Buy
+278,624
New +$16.9M ﹤0.01% 1078

Other funds holding PB

Wellington Management Group's PB Position: Q1 2026 in Review

Wellington Management Group reduced its Prosperity Bancshares (PB) stake by 11% in Q1 2026, selling an estimated $981K and leaving 118,306 shares worth $7.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Wellington Management Group first reported a position in PB in Q2 2014 and has held it in 39 quarters since. The position peaked at $301M in Q1 2021. 430 funds tracked by Wall St. Rank hold PB as of Q1 2026.

  • Wellington Management Group held 118,306 shares of Prosperity Bancshares worth $7.95M as of Q1 2026.
  • Wellington Management Group sold 13,997 Prosperity Bancshares shares in Q1 2026, an estimated $981K.
  • Prosperity Bancshares made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1300 holding.
  • Wellington Management Group first reported a position in Prosperity Bancshares in Q2 2014 and has held it in 39 quarters since.
  • Wellington Management Group's Prosperity Bancshares position peaked at $301M in Q1 2021.
  • 430 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.