WIA
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World Investment Advisors’s Prosperity Bancshares PB Stock Holding History

World Investment 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
Q1 		$1.83M Sell
27,245
-12
-0% -$841 0.03% 513
2025
Q4 		$1.88M Sell
27,257
-976
-3% -$65.8K 0.03% 484
2025
Q3 		$1.87M Hold
28,233
– – 0.04% 411
2025
Q2 		$1.98M Buy
28,233
+1,500
+6% +$103K 0.05% 378
2025
Q1 		$1.91M Hold
26,733
– – 0.05% 360
2024
Q4 		$2.01M Sell
26,733
-1,100
-4% -$84.9K 0.06% 327
2024
Q3 		$2.01M Hold
27,833
– – 0.06% 302
2024
Q2 		$1.7M Buy
27,833
+1,400
+5% +$86.3K 0.11% 185
2024
Q1 		$1.74M Buy
+26,433
New +$1.69M 0.25% 88
2019
Q1 		– Sell
-15,407
Closed -$1.14M – 146
2018
Q4 		$1.14M Buy
+15,407
New +$1.02M 0.51% 35

Other funds holding PB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return