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Creative Planning PB Position History
Prosperity Bancshares, Inc. • Financial Services
Quarters held
16
Latest value
$20.5M
Q3 2026
Peak value
$20.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $86K |
| Q3 2025 | $2.7M |
| Q3 2025 | $80K |
| Q3 2025 | $2.3M |
| Q4 2025 | $9M |
| Q4 2025 | $3.6M |
| Q1 2026 | $5.1M |
| Q1 2026 | $11.3M |
| Q2 2026 | $184K |
| Q2 2026 | $6.7M |
| Q2 2026 | $149K |
| Q2 2026 | $18.3M |
| Q3 2026 | $243K |
| Q3 2026 | $10.7M |
| Q3 2026 | $193K |
| Q3 2026 | $20.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20.5M | 309.4K | — | — |
| Q3 2026 | $193K | 2.9K | — | — |
| Q3 2026 | $10.7M | 75.9K | — | — |
| Q3 2026 | $243K | 1.7K | — | — |
| Q2 2026 | $18.3M | 250.7K | — | — |
| Q2 2026 | $149K | 2.0K | — | — |
| Q2 2026 | $6.7M | 54.7K | — | — |
| Q2 2026 | $184K | 1.5K | — | — |
| Q1 2026 | $11.3M | 168.5K | — | — |
| Q1 2026 | $5.1M | 48.0K | — | — |
| Q4 2025 | $3.6M | 41.3K | — | — |
| Q4 2025 | $9M | 130.5K | — | — |
| Q3 2025 | $2.3M | 35.0K | — | — |
| Q3 2025 | $80K | 1.2K | — | — |
| Q3 2025 | $2.7M | 40.3K | — | — |
| Q3 2025 | $86K | 1.3K | — | — |
Other funds holding PB
$679.9M
$667.1M
$659.1M
$625.5M
$458.1M