Filing Research | PB - PROSPERITY BANCSHARES INC Institutional Holdings

Snapshot holdings

50 / 89 loaded

#		Instrument	quantity
1	Perpetual Ltd	Shares	593.3KSH	$43.3M
2	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	506.7KSH	$37.0M
3	KWMG, LLC	Shares	101.2KSH	$7.4M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	106.9KSH	$7.0M
5	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	57.2KSH	$4.2M
6	AMARILLO NATIONAL BANK	Shares	56.0KSH	$4.1M
7	Police & Firemen's Retirement System of New Jersey	Shares	45.4KSH	$3.3M
8	TITLEIST ASSET MANAGEMENT, LLC	Shares	37.8KSH	$2.8M
9	Louisiana State Employees Retirement System	Shares	29.5KSH	$2.2M
10	Sivia Capital Partners, LLC	Shares	29.1KSH	$2.1M
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	27.7KSH	$2.0M
12	Carlton Hofferkamp & Jenks Wealth Management, LLC	Shares	25.8KSH	$1.9M
13	Vest Financial, LLC	Shares	25.2KSH	$1.8M
14	Merit Financial Group, LLC	Shares	24.1KSH	$1.8M
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	24.1KSH	$1.8M
16	New England Research & Management, Inc.	Shares	23.5KSH	$1.7M
17	GHP Investment Advisors, Inc.	Shares	20.8KSH	$1.5M
18	Sequoia Financial Advisors, LLC	Shares	12.6KSH	$919.2K
19	First National Advisers, LLC	Shares	11.2KSH	$818.4K
20	EASTERLY INVESTMENT PARTNERS LLC	Shares	11.0KSH	$803.3K
21	Versant Capital Management, Inc	Shares	10.9KSH	$797.5K
22	Linden Thomas Advisory Services, LLC	Shares	10.3KSH	$754.8K
23	TECTONIC ADVISORS LLC	Shares	10.3KSH	$753.9K
24	GATEWAY INVESTMENT ADVISERS LLC	Shares	9.4KSH	$689.1K
25	NorthCrest Asset Manangement, LLC	Shares	9.5KSH	$680.1K
26	SECURIAN ASSET MANAGEMENT, INC	Shares	8.7KSH	$640.7K
27	CULTIVAR CAPITAL, INC.	Shares	8.6KSH	$628.3K
28	WADDELL & ASSOCIATES, LLC	Shares	8.2KSH	$596.1K
29	Prospera Financial Services Inc	Shares	7.5KSH	$548.4K
30	SHELTON WEALTH MANAGEMENT, LLC	Shares	6.3KSH	$461.5K
31	LANARK FINANCIAL, INC.	Shares	6.2KSH	$453.3K
32	MISSION WEALTH MANAGEMENT, LP	Shares	5.3KSH	$389.7K
33	Lexington Hill Partners, LLC	Shares	5.3KSH	$385.9K
34	CAPITAL ADVISORS INC/OK	Shares	5.0KSH	$368.1K
35	EverSource Wealth Advisors, LLC	Shares	4.8KSH	$347.1K
36	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	4.3KSH	$315.7K
37	BFSG, LLC	Shares	3.7KSH	$272.3K
38	Apollon Wealth Management, LLC	Shares	3.7KSH	$269.8K
39	Apeiron RIA LLC	Shares	3.6KSH	$264.7K
40	Arista Wealth Management, LLC	Shares	3.4KSH	$249.1K
41	Canvas Wealth Advisors, LLC	Shares	3.0KSH	$217.2K
42	Fifth Third Wealth Advisors LLC	Shares	2.9KSH	$215.4K
43	RIVERSEDGE ADVISORS, LLC	Shares	2.9KSH	$213.0K
44	Capstone Wealth Management, LLC	Shares	2.9KSH	$211.0K
45	Olistico Wealth, LLC	Shares	2.9KSH	$209.7K
46	MBL Wealth, LLC	Shares	2.8KSH	$207.9K
47	Composition Wealth, LLC	Shares	2.8KSH	$207.5K
48	Financial Synergies Wealth Advisors, Inc.	Shares	2.8KSH	$204.7K
49	Lakeridge Wealth Management LLC	Shares	2.8KSH	$202.4K
50	IFP Advisors, Inc	Shares	2.4KSH	$173.3K

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Manager changes2026-06-30 vs 2026-03-31

50 / 94 loaded

#		Instrument
1	Perpetual Ltd added	Shares	+19.2K	+$4.8M	$43.3M
2	Carlton Hofferkamp & Jenks Wealth Management, LLC new	Shares	+25.8K	+$1.9M	$1.9M
3	Sivia Capital Partners, LLC added	Shares	+16.5K	+$1.3M	$2.1M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+8.1K	+$909.5K	$7.0M
5	EASTERLY INVESTMENT PARTNERS LLC new	Shares	+11.0K	+$803.3K	$803.3K
6	KWMG, LLC added	Shares	+2.4K	+$753.3K	$7.4M
7	Police & Firemen's Retirement System of New Jersey added	Shares	+4.7K	+$578.7K	$3.3M
8	MISSION WEALTH MANAGEMENT, LP new	Shares	+5.3K	+$389.7K	$389.7K
9	AMARILLO NATIONAL BANK unchanged	Shares	0	+$327.7K	$4.1M
10	Apollon Wealth Management, LLC new	Shares	+3.7K	+$269.8K	$269.8K
11	Sequoia Financial Advisors, LLC added	Shares	+2.5K	+$242.9K	$919.2K
12	Merit Financial Group, LLC added	Shares	+1.2K	+$223.9K	$1.8M
13	Fifth Third Wealth Advisors LLC new	Shares	+2.9K	+$215.4K	$215.4K
14	RIVERSEDGE ADVISORS, LLC new	Shares	+2.9K	+$213.0K	$213.0K
15	Capstone Wealth Management, LLC new	Shares	+2.9K	+$211.0K	$211.0K
16	MBL Wealth, LLC new	Shares	+2.8K	+$207.9K	$207.9K
17	Composition Wealth, LLC new	Shares	+2.8K	+$207.5K	$207.5K
18	Financial Synergies Wealth Advisors, Inc. new	Shares	+2.8K	+$204.7K	$204.7K
19	Lakeridge Wealth Management LLC new	Shares	+2.8K	+$202.4K	$202.4K
20	TITLEIST ASSET MANAGEMENT, LLC trimmed	Shares	-373	+$196.2K	$2.8M
21	Louisiana State Employees Retirement System added	Shares	+200	+$186.0K	$2.2M
22	GHP Investment Advisors, Inc. added	Shares	+736	+$171.3K	$1.5M
23	Vest Financial, LLC added	Shares	+348	+$171.0K	$1.8M
24	First National Advisers, LLC added	Shares	+1.5K	+$163.8K	$818.4K
25	NorthCrest Asset Manangement, LLC added	Shares	+1.8K	+$162.6K	$680.1K
26	SECURIAN ASSET MANAGEMENT, INC added	Shares	+1.3K	+$140.4K	$640.7K
27	IFP Advisors, Inc added	Shares	+1.8K	+$133.9K	$173.3K
28	Lexington Hill Partners, LLC added	Shares	+1.1K	+$102.1K	$385.9K
29	Versant Capital Management, Inc added	Shares	+348	+$87.3K	$797.5K
30	SIGNATUREFD, LLC added	Shares	+1.1K	+$81.2K	$128.9K
31	TECTONIC ADVISORS LLC added	Shares	+132	+$69.3K	$753.9K
32	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.2K	+$62.5K	$1.8M
33	Linden Thomas Advisory Services, LLC trimmed	Shares	-40	+$57.8K	$754.8K
34	GATEWAY INVESTMENT ADVISERS LLC unchanged	Shares	0	+$55.2K	$689.1K
35	CULTIVAR CAPITAL, INC. unchanged	Shares	0	+$50.3K	$628.3K
36	GAMMA Investing LLC added	Shares	+503	+$45.4K	$145.3K
37	Prospera Financial Services Inc unchanged	Shares	0	+$43.9K	$548.4K
38	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.8K	+$42.3K	$2.0M
39	SHELTON WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$37.0K	$461.5K
40	LANARK FINANCIAL, INC. trimmed	Shares	-42	+$33.5K	$453.3K
41	New England Research & Management, Inc. trimmed	Shares	-1.6K	+$33.2K	$1.7M
42	CAPITAL ADVISORS INC/OK unchanged	Shares	0	+$29.5K	$368.1K
43	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+57	+$27.9K	$315.7K
44	Wealth Enhancement Trust Services, Inc. new	Shares	+289	+$21.1K	$21.1K
45	Farther Finance Advisors, LLC added	Shares	+167	+$20.5K	$117.8K
46	Arista Wealth Management, LLC unchanged	Shares	0	+$20.0K	$249.1K
47	BFSG, LLC trimmed	Shares	-30	+$19.8K	$272.3K
48	ELEVATION WEALTH PARTNERS, LLC added	Shares	+257	+$18.9K	$21.0K
49	Olistico Wealth, LLC unchanged	Shares	0	+$16.8K	$209.7K
50	Bogart Wealth, LLC added	Shares	+108	+$8.5K	$15.9K

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