Prosperity Bancshares, Inc.
US ˙ NYSE ˙ US7436061052

SecurityPB / Prosperity Bancshares, Inc.
InstitutionCaptrust Financial Advisors
Latest Disclosed Ownership38,868 shares
Latest Disclosed Value $ 2,610,753
Captrust Financial Advisors reports 38.48% increase in ownership of PB / Prosperity Bancshares, Inc.

On May 14, 2026 - Captrust Financial Advisors filed a 13F-HR form disclosing ownership of 38,868 shares of Prosperity Bancshares, Inc. (US:PB) valued at $2,611,152 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 28,068 shares of Prosperity Bancshares, Inc.. This represents a change in shares of 38.48% during the quarter. The current value of the position is $2,672,175 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F PROSPERITY BANCSHARES INC COM Stock 743606105 38,868 10,800 38.48 2,611 34.61 0.0046
2026-02-17 2025-12-31 13F PROSPERITY BANCSHARES INC COM Stock 743606105 28,068 6,915 32.69 1,940 38.20 0.0037
2025-11-19 2025-09-30 13F PROSPERITY BANCSHARES INC COM Stock 743606105 21,153 10,606 100.56 1,404 89.59 0.0029
2025-08-15 2025-06-30 13F PROSPERITY BANCSHARES INC COM Stock 743606105 10,547 6,702 174.30 741 170.07 0.0017
2025-05-15 2025-03-31 13F PROSPERITY BANCSHARES INC COM Stock 743606105 3,845 305 8.62 274 3.01 0.0007
2025-02-14 2024-12-31 13F PROSPERITY BANCSHARES INC COM Stock 743606105 3,540 -2,308 -39.47 267 -36.82 0.0008
2024-11-14 2024-09-30 13F PROSPERITY BANCSHARES INC COM Stock 743606105 5,848 341 6.19 421 25.30 0.0013
2024-08-15 2024-06-30 13F PROSPERITY BANCSHARES INC COM Stock 743606105 5,507 -514 -8.54 337 -15.15 0.0011
2024-05-15 2024-03-31 13F PROSPERITY BANCSHARES INC COM Stock 743606105 6,021 -9,512 -61.24 396 -62.36 0.0015
2024-02-14 2023-12-31 13F PROSPERITY BANCSHARES INC COM Stock 743606105 15,533 1,215 8.49 1,052 34.70 0.0036
2023-11-15 2023-09-30 13F PROSPERITY BANCSHARES INC COM Stock 743606105 14,318 -6,693 -31.85 781 -34.15 0.0030
2023-08-15 2023-06-30 13F PROSPERITY BANCSHARES INC COM Stock 743606105 21,011 10,170 93.81 1,187 78.08 0.0047
2023-05-15 2023-03-31 13F PROSPERITY BANCSHARES INC COM Stock 743606105 10,841 -1,841 -14.52 667 -27.69 0.0029
2023-02-15 2022-12-31 13F PROSPERITY BANCSHARES INC COM Stock 743606105 12,682 -47 -0.37 922 8.48 0.0046
2022-11-16 2022-09-30 13F PROSPERITY BANCSHARES INC COM Stock 743606105 12,729 7,626 149.44 849 141.88 0.0049
2022-08-23 2022-06-30 13F/A-1 PROSPERITY BANCSHARES INC COM Common Stock 743606105 5,103 2,690 111.48 351 107.69 0.0023
2022-08-16 2022-06-30 13F PROSPERITY BANCSHARES INC COM COM 743606105 16,321 13,908 1,114 0.0081
2022-05-16 2022-03-31 13F PROSPERITY BANCSHARES COM 743606105 2,413 -130,903 -98.19 169 -98.26 0.0011
2022-02-14 2021-12-31 13F PROSPERITY BANCSHARES INC COM Common Stock 743606105 133,316 -911 -0.68 9,708 0.97 0.0666
2021-11-16 2021-09-30 13F PROSPERITY BANCSHARES INC COM Common Stock 743606105 134,227 -331 -0.25 9,615 -1.15 0.0799
2021-08-16 2021-06-30 13F PROSPERITY BANCSHARES INC COM Common Stock 743606105 134,558 -41 -0.03 9,727 -4.13 0.0906
2021-05-17 2021-03-31 13F PROSPERITY BANCSHARES INC COM Common Stock 743606105 134,599 -84,686 -38.62 10,146 -33.76 0.1098
2021-02-16 2020-12-31 13F PROSPERITY BANCSHARES INC COM Common Stock 743606105 219,285 218,782 43,495.43 15,317 58,811.54 0.2029
2020-11-17 2020-09-30 13F PROSPERITY BANCSHARES INC COM Common Stock 743606105 503 -218,547 -99.77 26 -99.79 0.0004
2020-08-14 2020-06-30 13F PROSPERITY BANCSHARES INC COM Common Stock 743606105 219,050 -636 -0.29 12,661 25.92 0.2085
2020-05-15 2020-03-31 13F PROSPERITY BANCSHARES INC COM Common Stock 743606105 219,686 0 0.00 10,055 -36.82 0.2216
2020-02-14 2019-12-31 13F PROSPERITY BANCSHARES COM 743606105 219,686 219,028 33,286.93 15,914 33,759.57 0.2511
2019-11-14 2019-09-30 13F PROSPERITY BANCSHARES INC COM Common Stock 743606105 658 -107 -13.99 47 -7.84 0.0017
2019-08-13 2019-06-30 13F PROSPERITY BANCSHARES INC COM Common Stock 743606105 765 -17 -2.17 51 -5.56 0.0019
2019-05-15 2019-03-31 13F PROSPERITY BANCSHARES INC COM Common Stock 743606105 782 175 28.83 54 42.11 0.0022
2019-02-13 2018-12-31 13F PROSPERITY BANCSHARES INC COM Common Stock 743606105 607 508 513.13 38 442.86 0.0020
2018-11-15 2018-09-30 13F PROSPERITY BANCSHARES INC COM Common Stock 743606105 99 -41 -29.29 7 -30.00 0.0003
2018-08-13 2018-06-30 13F PROSPERITY BANCSHARES INC COM Common Stock 743606105 140 0 0.00 10 0.00 0.0006
2018-05-15 2018-03-31 13F PROSPERITY BANCSHARES INC COM Common Stock 743606105 140 0 0.00 10 0.00 0.0006
2018-02-14 2017-12-31 13F PROSPERITY BANCSHARES INC COM Common Stock 743606105 140 140 10 0.0006
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.