Captrust Financial Advisors »

Prosperity Bancshares shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Prosperity Bancshares (PB) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Prosperity Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Prosperity Bancshares held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Prosperity Bancshares by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 16k 67.73
2023-09-30 $782k 14k 54.58
2023-06-30 $1.2M 21k 56.48
2023-03-31 $667k 11k 61.52
2022-12-31 $922k 13k 72.68
2022-09-30 $849k 13k 66.70
2022-06-30 $1.1M 16k 68.26
2022-03-31 $169k 2.4k 70.04
2021-12-31 $9.7M 133k 72.82
2021-09-30 $9.6M 134k 71.63
2021-06-30 $9.7M 135k 72.29
2021-03-31 $10M 135k 75.38
2020-12-31 $15M 219k 69.85
2020-09-30 $26k 503 51.69
2020-06-30 $13M 219k 57.80
2020-03-31 $10M 220k 45.77
2019-12-31 $16M 220k 72.44
2019-09-30 $47k 658 71.43
2019-06-30 $51k 765 66.67
2019-03-31 $54k 782 69.05
2018-12-31 $38k 607 62.60
2018-09-30 $7.0k 99 70.71
2018-06-30 $10k 140 71.43
2018-03-31 $10k 140 71.43
2017-12-31 $10k 140 71.43

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Prosperity Bancshares

Vanguard Group
Victory Capital Management
Dimensional Fund Advisors
Brown Advisory Holdings Incorporated
Massachusetts Financial Services
Wellington Management Company
Neuberger Berman Group
Charles Schwab Investment Management
Holocene Advisors
Millennium Management
Norges Bank Investment Management
Bank of New York Mellon
Goldman Sachs Group
Vaughan Nelson Investment Management
Port Capital

View all funds holding Prosperity Bancshares