Whittier Trust’s Prosperity Bancshares PB Stock Holding History

Whittier Trust’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 Q3	–	Sell	-126	Closed	-$8.85K	–	1549
2025 Q2	$8.85K	Hold	126	–	–	﹤0.01%	1255
2025 Q1	$8.99K	Hold	126	–	–	﹤0.01%	1227
2024 Q4	$9.49K	Hold	126	–	–	﹤0.01%	1256
2024 Q3	$9.08K	Hold	126	–	–	﹤0.01%	1278
2024 Q2	$7.7K	Hold	126	–	–	﹤0.01%	1279
2024 Q1	$8.29K	Hold	126	–	–	﹤0.01%	1293
2023 Q4	$8.53K	Sell	126 -31	-20%	-$1.81K	﹤0.01%	1253
2023 Q3	$8.57K	Buy	157 +31	+25%	+$1.8K	﹤0.01%	1296
2023 Q2	$7.12K	Hold	126	–	–	﹤0.01%	1315
2023 Q1	$7.75K	Hold	126	–	–	﹤0.01%	1339
2022 Q4	$9.16K	Hold	126	–	–	﹤0.01%	1310
2022 Q3	$8K	Hold	126	–	–	﹤0.01%	1380
2022 Q2	$9K	Hold	126	–	–	﹤0.01%	1342
2022 Q1	$9K	Hold	126	–	–	﹤0.01%	1357
2021 Q4	$9K	Hold	126	–	–	﹤0.01%	1328
2021 Q3	$9K	Hold	126	–	–	﹤0.01%	1267
2021 Q2	$9K	Hold	126	–	–	﹤0.01%	1285
2021 Q1	$9K	Buy	+126	New	+$9.21K	﹤0.01%	1271
2019 Q4	–	Sell	-12	Closed	-$1K	–	1580
2019 Q3	$1K	Buy	+12	New	+$807	﹤0.01%	1476
2015 Q2	–	Sell	-217	Closed	-$11K	–	1260
2015 Q1	$11K	Buy	+217	New	+$11K	﹤0.01%	1002

Other funds holding PB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Whittier Trust's PB Position: Q3 2025 in Review

Whittier Trust sold out of Prosperity Bancshares (PB) in Q3 2025, closing a stake of 126 shares — an estimated $8.85K sold.

Whittier Trust first reported a position in PB in Q1 2015 and held it in 20 quarters. The position peaked at $11K in Q1 2015. 399 funds tracked by Wall St. Rank hold PB as of Q3 2025.

Whittier Trust reported no remaining Prosperity Bancshares position as of Q3 2025 after selling out during the quarter.
Whittier Trust sold 126 Prosperity Bancshares shares in Q3 2025, an estimated $8.85K.
Whittier Trust first reported a position in Prosperity Bancshares in Q1 2015 and held it in 20 quarters.
Whittier Trust's Prosperity Bancshares position peaked at $11K in Q1 2015.
399 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.