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Financial Synergies Wealth Advisors, Inc. → PB
Financial Synergies Wealth Advisors, Inc. PB Position History
Prosperity Bancshares, Inc. • Financial Services
Quarters held
2
Latest value
$1.8M
Q3 2026
Peak value
$1.8M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $205K |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 27.8K | — | — |
| Q2 2026 | $205K | 2.8K | — | — |
Other funds holding PB
$679.9M
$667.1M
$659.1M
$625.5M
$458.1M