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Prosperity Bancshares shares owned by Monticello Wealth Management

Quarter-by-quarter ownership of Prosperity Bancshares (PB) shares owned by Monticello Wealth Management from 13F filings

Historical chart of Monticello Wealth Management investment in Prosperity Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Prosperity Bancshares held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Prosperity Bancshares by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $445k 6.6k 67.73
2023-09-30 $850k 16k 54.58

More positions owned by Monticello Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Dimensional Etf Trust Us Equity Etf (DFUS)
Victory Portfolios Ii Core Intrmediate (UBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Goldman Sachs Etf Tr Activebeta Us (GSSC)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Monticello Wealth Management

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