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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
2026-06-30 $3.3M 46k 73.03
2023-12-31 $445k 6.6k 67.73
2023-09-30 $850k 16k 54.58

More positions owned by Monticello Wealth Management

Spdr Series Trust St Str P500etf (SPYM)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Victory Portfolios Ii Core Plus Bd Etf (UBND)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Monticello Wealth Management

Top funds holding Prosperity Bancshares

BlackRock
AQR Capital Management
Vanguard Portfolio Management
State Street Corporation
Dimensional Fund Advisors
Barrow, Hanley, Mewhinney & Strauss
Vanguard Capital Management
Morgan Stanley
Neuberger Berman Group
Massachusetts Financial Services
Goldman Sachs Group
Geode Capital Management
American Century Companies
Brown Advisory Holdings Incorporated
Charles Schwab Investment Management

View all funds holding Prosperity Bancshares