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Prosperity Bancshares Top Holdings and 13F Report (2026)

About Prosperity Bancshares

Prosperity Bancshares NYSE: PB has filed 13-F forms with the SEC as an investor. Prosperity Bancshares is itself a publicly traded company. Prosperity Bancshares, Inc. is a bank holding company headquartered in Houston, Texas. Through its principal subsidiary, Prosperity Bank, the company provides banking and financial services to individuals, businesses and institutions. For more information on Prosperity Bancshares stock, visit the Prosperity Bancshares stock profile here.

Investment Activity

  • Prosperity Bancshares has $153.08 million in total holdings as of June 30, 2026.
  • Prosperity Bancshares owns shares of 450 different stocks, but just 51 companies or ETFs make up 80% of its holdings.
  • Approximately 14.36% of the portfolio was purchased this quarter.
  • About 2.29% of the portfolio was sold this quarter.
  • This quarter, Prosperity Bancshares has purchased 414 new stocks and bought additional shares in 169 stocks.
  • Prosperity Bancshares sold shares of 96 stocks and completely divested from 19 stocks this quarter.

Largest Holdings

LAZARD ACTIVE ETF TR
$10,811,204
J P MORGAN EXCHANGE TRADED F
$5,699,877
Apple
$5,448,070

Largest New Holdings this Quarter

25434V872 - Dimensional Core Fixed Income ETF
$228,018 Holding
681919106 - Omnicom Group
$90,382 Holding
30212P303 - Expedia Group
$86,487 Holding
42250P103 - HEALTHPEAK PROPERTIES INC
$37,471 Holding
277276101 - EastGroup Properties
$35,848 Holding

Largest Purchases this Quarter

LAZARD ACTIVE ETF TR
70,785 shares (about $2.48M)
Dimensional World ex U.S. Core Equity 2 ETF
61,706 shares (about $2.27M)
J P MORGAN EXCHANGE TRADED F
31,209 shares (about $1.46M)
Vanguard Mid-Cap ETF
17,296 shares (about $1.39M)
Vanguard Growth ETF
10,375 shares (about $893.70K)

Largest Sales this Quarter

Berkshire Hathaway
1 shares (about $748.85K)
iShares Core S&P Small-Cap ETF
1,251 shares (about $185.54K)
Medtronic
1,986 shares (about $155.37K)
Wells Fargo & Company
1,627 shares (about $134.45K)
Berkshire Hathaway
193 shares (about $96.58K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofProsperity Bancshares

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$13,365,699$2,273,249 20.5%362,8048.7%ETF
LAZARD ACTIVE ETF TR
$10,811,204$2,482,430 29.8%308,2757.1%INTL DYNAMIC EQT
J P MORGAN EXCHANGE TRADED F
$5,699,877$1,464,950 34.6%121,4293.7%CORE PLUS BD ETF
Vanguard Long-Term Treasury ETF stock logo
VGLT
Vanguard Long-Term Treasury ETF
$5,556,736$555,387 11.1%100,7023.6%ETF
Apple Inc. stock logo
AAPL
Apple
$5,448,070$366,040 7.2%18,8283.6%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$5,253,963$887,199 20.3%26,2583.4%Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$4,493,100$748,850 -14.3%62.9%Finance
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$4,260,223$38,727 0.9%49,8332.8%ETF
VANGUARD MALVERN FDS
$4,136,892$502,244 13.8%53,5642.7%CORE BD ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$3,294,049$504,233 18.1%34,1602.2%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$3,081,259$61,114 2.0%22,5372.0%Energy
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,942,319$6,389 -0.2%2,7631.9%Industrials
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$2,718,802$552,399 25.5%40,9151.8%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$2,643,966$259,249 10.9%7,0881.7%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,585,274$227,853 9.7%10,8471.7%Consumer Discretionary
WALMART INC
$2,503,839$169,324 7.3%22,1071.6%COM
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$2,412,925$2,909 0.1%23,2281.6%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$2,323,851$156,525 7.2%6,5771.5%Communication Services
Broadcom Inc. stock logo
AVGO
Broadcom
$2,209,082$67,240 3.1%5,8481.4%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,205,330$236,579 12.0%6,1711.4%Communication Services
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$2,152,540$498,205 30.1%27,2371.4%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,130,320$9,251 -0.4%5,7571.4%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$2,102,747$854,942 68.5%13,3061.4%ETF
WINN
Harbor Long-Term Growers ETF
$1,838,646$320,349 21.1%56,6261.2%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,819,161$227,395 14.3%1,5761.2%Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,723,553$1,393,538 422.3%21,3921.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,530,984$18,086 -1.2%3,6401.0%Consumer Discretionary
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,459,237$32,733 2.3%4,4581.0%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,177,659$82,794 7.6%4,6370.8%Healthcare
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,150,737$185,536 -13.9%7,7590.8%ETF
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$1,140,980$540,485 90.0%11,3700.7%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,117,004$95,196 9.3%1,9830.7%Communication Services
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,030,924$893,703 651.3%11,9680.7%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$1,023,923$225,778 28.3%13,5100.7%ETF
Aptus Collared Investment Opportunity ETF stock logo
ACIO
Aptus Collared Investment Opportunity ETF
$994,963$282,100 39.6%21,5640.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$980,764$96,575 -9.0%1,9600.6%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$965,5550.0%5,0680.6%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$941,324$88,565 -8.6%8,0140.6%Technology
FLSP
Franklin Systematic Style Premia ETF
$891,313$127,928 16.8%32,1890.6%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$857,371$40,794 -4.5%1,2190.6%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$822,244$33,375 4.2%8130.5%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$821,610$118,744 16.9%6850.5%Healthcare
Visa Inc. stock logo
V
Visa
$816,554$90,233 12.4%2,3800.5%Finance
Bank of America Corporation stock logo
BAC
Bank of America
$807,635$45,356 6.0%14,1740.5%Finance
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$790,863$60,774 -7.1%28,5510.5%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$784,778$116,701 17.5%2,5890.5%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$697,622$208,133 42.5%8,5840.5%Consumer Staples
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$680,3090.0%12,3670.4%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$623,443$20,810 3.5%2,2170.4%Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$610,574$21,291 3.6%8890.4%ETF
Chevron Corporation stock logo
CVX
Chevron
$571,375$60,005 11.7%3,4470.4%Energy
RTX Corporation stock logo
RTX
RTX
$565,016$27,321 -4.6%2,9780.4%Industrials
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$546,588$236,421 76.2%7560.4%Technology
Philip Morris International Inc. stock logo
PM
Philip Morris International
$515,051$55,178 12.0%2,8470.3%Consumer Staples
NYLIM Hedge Multi-Strategy Tracker ETF stock logo
QAI
NYLIM Hedge Multi-Strategy Tracker ETF
$506,800$66,356 15.1%13,8470.3%ETF
Morgan Stanley stock logo
MS
Morgan Stanley
$505,250$59,367 13.3%2,4170.3%Finance
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$472,441$894 0.2%1,5850.3%Technology
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$470,0080.0%5,7360.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$467,735$42,096 9.9%5000.3%Consumer Staples
American Express Company stock logo
AXP
American Express
$465,432$25,031 -5.1%1,3760.3%Finance
GE Aerospace stock logo
GE
GE Aerospace
$448,850$82,968 22.7%1,2010.3%Industrials
AbbVie Inc. stock logo
ABBV
AbbVie
$444,396$185,207 71.5%1,7660.3%Healthcare
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$436,844$223,069 104.3%7520.3%Technology
MORGAN STANLEY ETF TRUST
$435,954$59,939 -12.1%8,5970.3%EATO VANC BD ETF
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$426,126$38,436 -8.3%2,3060.3%Technology
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$375,262$24,452 7.0%4,0670.2%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$372,874$2,568 -0.7%7260.2%Finance
BLACKROCK INC
$361,547$34,616 -8.7%3760.2%COM
The Boeing Company stock logo
BA
Boeing
$357,176$128,150 56.0%1,6500.2%Industrials
Amgen Inc. stock logo
AMGN
Amgen
$350,170$18,106 5.5%9670.2%Healthcare
Citigroup Inc. stock logo
C
Citigroup
$337,304$17,495 5.5%2,4100.2%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$325,981$213,068 188.7%2,2230.2%Consumer Staples
LAM RESEARCH CORP
$323,264$18,200 6.0%7460.2%COM NEW
ConocoPhillips stock logo
COP
ConocoPhillips
$302,108$73,604 32.2%2,9060.2%Energy
The Walt Disney Company stock logo
DIS
Walt Disney
$300,011$27,624 -8.4%3,1170.2%Communication Services
LINDE PLC
$299,428$38,920 14.9%5770.2%SHS
Honeywell International Inc. stock logo
HON
Honeywell International
$293,978$17,648 6.4%1,2660.2%Industrials
Union Pacific Corporation stock logo
UNP
Union Pacific
$289,408$32,368 12.6%1,0640.2%Industrials
Oracle Corporation stock logo
ORCL
Oracle
$284,600$10,552 3.9%1,9420.2%Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$282,114$214,566 317.6%2,2720.2%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$275,133$16,383 -5.6%2,0320.2%Consumer Staples
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$273,526$54,705 25.0%2,1650.2%Healthcare
Prologis, Inc. stock logo
PLD
Prologis
$266,063$108,105 68.4%1,9640.2%Real Estate
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$262,654$143,406 120.3%2,0440.2%Healthcare
McDonald's Corporation stock logo
MCD
McDonald's
$258,146$23,517 -8.3%9550.2%Consumer Discretionary
The Home Depot, Inc. stock logo
HD
Home Depot
$253,577$70,889 -21.8%7190.2%Consumer Discretionary
Southern Company (The) stock logo
SO
Southern
$250,952$9,954 4.1%2,6220.2%Utilities
Intel Corporation stock logo
INTC
Intel
$241,001$12,706 5.6%1,7260.2%Technology
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$228,018$228,018 New Holding5,4020.1%ETF
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$226,274$67,761 42.7%3,9270.1%Healthcare
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$224,8770.0%7,0340.1%Energy
BANK OF NY MELLON CORP
$219,084$15,184 7.4%1,5150.1%COM
J P MORGAN EXCHANGE TRADED F
$214,229$676 0.3%3,1700.1%HEDG EQU LAD ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$212,803$14,547 7.3%5120.1%Healthcare
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$194,528$11,030 6.0%3880.1%Healthcare
KLA Corporation stock logo
KLAC
KLA
$193,094$173,785 900.0%6400.1%Technology
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$191,0370.0%2,7330.1%ETF
Equinix, Inc. stock logo
EQIX
Equinix
$190,757$2,085 -1.1%1830.1%Real Estate
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$187,4130.0%1,5950.1%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$184,997$2,570 1.4%2,5910.1%Communication Services

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