Prosperity Bancshares, Inc.
US ˙ NYSE ˙ US7436061052

SecurityPB / Prosperity Bancshares, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership168,516 shares
Latest Disclosed Value $ 11,320,927
Creative Planning reports 29.14% increase in ownership of PB / Prosperity Bancshares, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 168,516 shares of Prosperity Bancshares, Inc. (US:PB) valued at $11,320,905 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 130,489 shares of Prosperity Bancshares, Inc.. This represents a change in shares of 29.14% during the quarter. The current value of the position is $11,585,475 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-12 2026-03-31 13F PROSPERITY BANCSHARES COM 743606105 168,516 38,027 29.14 11,321 25.53 0.0077
2026-02-17 2025-12-31 13F PROSPERITY BANCSHARES COM 743606105 130,489 88,868 213.52 9,018 226.62 0.0065
2025-11-14 2025-09-30 13F PROSPERITY BANCSHARES COM 743606105 41,621 33,871 437.05 2,762 407.54 0.0021
2025-08-08 2025-06-30 13F PROSPERITY BANCSHARES COM 743606105 7,750 3,578 85.76 544 83.16 0.0005
2025-05-15 2025-03-31 13F PROSPERITY BANCSHARES COM 743606105 4,172 -203 -4.64 298 -9.73 0.0003
2025-02-14 2024-12-31 13F PROSPERITY BANCSHARES COM 743606105 4,375 466 11.92 330 17.08 0.0003
2024-10-11 2024-09-30 13F PROSPERITY BANCSHARES COM 743606105 3,909 574 17.21 282 38.42 0.0003
2024-08-15 2024-06-30 13F PROSPERITY BANCSHARES COM 743606105 3,335 3,335 204 0.0002
2020-11-05 2020-09-30 13F PROSPERITY BANCSHARES COM 743606105 0 -6,203 -100.00 0 -100.00
2020-07-23 2020-06-30 13F PROSPERITY BANCSHARES COM 743606105 6,203 -74 -1.18 368 21.45 0.0011
2020-05-05 2020-03-31 13F PROSPERITY BANCSHARES COM 743606105 6,277 -2,929 -31.82 303 -54.23 0.0011
2020-01-30 2019-12-31 13F PROSPERITY BANCSHARES COM 743606105 9,206 9,206 662 0.0020
2017-10-17 2017-09-30 13F PROSPERITY BANCSHARES COM 743606105 0 -551 -100.00 0 -100.00
2017-07-12 2017-06-30 13F PROSPERITY BANCSHARES COM 743606105 551 0 0.00 35 -7.89 0.0002
2017-04-07 2017-03-31 13F PROSPERITY BANCSHARES COM 743606105 551 0 0.00 38 -5.00 0.0002
2017-01-09 2016-12-31 13F PROSPERITY BANCSHARES COM 743606105 551 0 0.00 40 33.33 0.0002
2016-10-12 2016-09-30 13F PROSPERITY BANCSHARES COM 743606105 551 51 10.20 30 20.00 0.0002
2016-07-12 2016-06-30 13F PROSPERITY BANCSHARES COM 743606105 500 0 0.00 25 8.70 0.0002
2016-04-08 2016-03-31 13F PROSPERITY BANCSHARES COM 743606105 500 0 0.00 23 -4.17 0.0002
2016-01-11 2015-12-31 13F PROSPERITY BANCSHARES COM 743606105 500 0 0.00 24 -4.00 0.0002
2015-10-09 2015-09-30 13F PROSPERITY BANCSHARES COM 743606105 500 500 0.00 25 0.0002
2015-07-09 2015-06-30 13F PROSPERITY BANCSHARES COM 743606105 0 -500 -100.00 0 -100.00
2015-04-13 2015-03-31 13F PROSPERITY BANCSHARES COM 743606105 500 500 0.00 26 0.0002
2015-01-29 2014-12-31 13F PROSPERITY BANCSHARES COM 743606105 0 -500 -100.00 0 -100.00
2014-10-10 2014-09-30 13F PROSPERITY BANCSHARES COM 743606105 500 -50 -9.09 29 -14.71 0.0003
2014-08-20 2014-06-30 13F PROSPERITY BANCSHARES COM 743606105 550 50 10.00 34 3.03 0.0004
2014-04-11 2014-03-31 13F PROSPERITY BANCSHARES COM 743606105 500 0 0.00 33 3.13 0.0005
2014-01-06 2013-12-31 13F PROSPERITY BANCSHARES COM 743606105 500 0 0.00 32 3.23 0.0005
2013-10-10 2013-09-30 13F PROSPERITY BANCSHARES COM 743606105 500 0 0.00 31 19.23 0.0006
2013-07-09 2013-06-30 13F PROSPERITY BANCSHARES COM 743606105 500 500 26 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.