Wipfli Financial Advisors’s Prosperity Bancshares PB Stock Holding History

Wipfli Financial 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
2022 Q3	$21K	Buy	+320	New	+$22.9K	﹤0.01%	1555

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Wipfli Financial Advisors's PB Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Prosperity Bancshares (PB) in Q3 2022: 320 shares worth $21K. The stake represents ﹤0.01% of the portfolio and ranks #1555 among its holdings.

318 funds tracked by Wall St. Rank hold PB as of Q3 2022.

Wipfli Financial Advisors held 320 shares of Prosperity Bancshares worth $21K as of Q3 2022.
Prosperity Bancshares was a new Wipfli Financial Advisors position in Q3 2022.
Prosperity Bancshares made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1555 holding.
318 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.