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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → PB
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC PB Position History
Prosperity Bancshares, Inc. • Financial Services
Quarters held
10
Latest value
$678K
Q3 2026
Peak value
$7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.2M |
| Q3 2025 | $230K |
| Q4 2025 | $4.2M |
| Q4 2025 | $292K |
| Q1 2026 | $6.1M |
| Q1 2026 | $380K |
| Q2 2026 | $7M |
| Q2 2026 | $520K |
| Q3 2026 | $6.4M |
| Q3 2026 | $678K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $678K | 4.8K | — | — |
| Q3 2026 | $6.4M | 105.3K | — | — |
| Q2 2026 | $520K | 4.0K | — | — |
| Q2 2026 | $7M | 106.9K | — | — |
| Q1 2026 | $380K | 3.7K | — | — |
| Q1 2026 | $6.1M | 98.9K | — | — |
| Q4 2025 | $292K | 3.6K | — | — |
| Q4 2025 | $4.2M | 59.8K | — | — |
| Q3 2025 | $230K | 3.5K | — | — |
| Q3 2025 | $2.2M | 33.0K | — | — |
Other funds holding PB
$679.9M
$667.1M
$659.1M
$625.5M
$458.1M