Y-Intercept (HK)’s Prosperity Bancshares PB Stock Holding History

Y-Intercept (HK)’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	-53,875	Closed	-$3.57M	–	1887
2025 Q3	$3.57M	Buy	53,875 +37,602	+231%	+$2.58M	0.09%	331
2025 Q2	$1.14M	Sell	16,273 -10,241	-39%	-$705K	0.03%	873
2025 Q1	$1.89M	Buy	26,514 +13,306	+101%	+$1.01M	0.13%	206
2024 Q4	$995K	Buy	+13,208	New	+$1.02M	0.07%	430
2023 Q4	–	Sell	-5,837	Closed	-$319K	–	1551
2023 Q3	$319K	Sell	5,837 -3,706	-39%	-$215K	0.03%	743
2023 Q2	$539K	Sell	9,543 -2,229	-19%	-$133K	0.06%	537
2023 Q1	$724K	Buy	+11,772	New	+$838K	0.08%	366
2022 Q4	–	Sell	-10,164	Closed	-$678K	–	1263
2022 Q3	$678K	Buy	+10,164	New	+$726K	0.07%	428

Other funds holding PB

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

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

AQR Capital Management

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

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

American Century Companies

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