2026 Q2 Portfolio Activity
In 2026 Q2, PROSPERITY BANCSHARES INC maintained a portfolio of 469 distinct positions. The most significant new addition was DIMENSIONAL ETF TRUST, now representing 0.15% of the total fund value. They heavily accumulated shares in LAZARD ACTIVE ETF TR, increasing the position by 29.8%.
Position History
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PROSPERITY BANCSHARES INC
AUM $153M
Total Positions
469
Quarter
2026 Q2
Top Holding
DFAX (8.7%)
Top 10 Concentration
40.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 469
PROSPERITY BANCSHARES INC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAX
DIMENSIONAL ETF...
|
ETF | 8.73% | 8.20% |
#1
Prev: #1
|
8.0 |
—
|
61,706 | 20.5% |
P
S
|
362,804 | $13,365,699 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IEQ
LAZARD ACTIVE E...
|
Bond/Debt | 7.06% | 6.04% |
#2
Prev: #2
|
6.8 |
—
|
70,785 | 29.8% |
P
S
|
308,275 | $10,811,204 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JCPB
J P MORGAN EXCH...
|
ETF | 3.72% | 3.40% |
#3
3
Prev: #6
|
5.0 |
—
|
31,209 | 34.6% |
P
S
|
121,429 | $5,699,877 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VGLT
VANGUARD SCOTTS...
|
ETF | 3.63% | 4.02% |
#4
Prev: #4
|
4.0 |
—
|
10,065 | 11.1% |
P
S
|
100,702 | $5,556,736 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AAPL
APPLE INC
|
Technology | 3.56% | 3.57% |
#5
Prev: #5
|
3.9 |
—
|
1,265 | 7.2% |
P
S
|
18,828 | $5,448,070 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.43% | 3.05% |
#6
2
Prev: #8
|
3.9 |
—
|
4,434 | 20.3% |
P
S
|
26,258 | $5,253,963 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 2.94% | 4.03% |
#7
4
Prev: #3
|
1.7 |
—
|
-1 | -14.3% |
P
S
|
6 | $4,493,100 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 2.78% | 3.05% |
#8
1
Prev: #7
|
1.6 |
—
|
453 | 0.9% |
P
S
|
49,833 | $4,260,223 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VCRB
VANGUARD MALVER...
|
ETF | 2.70% | 2.92% |
#9
1
Prev: #10
|
3.1 |
—
|
6,503 | 13.8% |
P
S
|
53,564 | $4,136,892 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 2.15% | 2.06% |
#10
1
Prev: #11
|
2.9 |
—
|
5,229 | 18.1% |
P
S
|
34,160 | $3,294,049 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 2.01% | 3.00% |
#11
2
Prev: #9
|
1.3 |
—
|
447 | 2.0% |
P
S
|
22,537 | $3,081,259 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 1.92% | 1.57% |
#12
4
Prev: #16
|
1.3 |
—
|
-6 | -0.2% |
P
S
|
2,763 | $2,942,319 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
USRT
ISHARES TR
|
ETF | 1.78% | 1.55% |
#13
4
Prev: #17
|
3.2 |
—
|
8,313 | 25.5% |
P
S
|
40,915 | $2,718,802 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.73% | 1.90% |
#14
1
Prev: #13
|
2.7 |
—
|
695 | 10.9% |
P
S
|
7,088 | $2,643,966 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.69% | 1.65% |
#15
Prev: #15
|
2.7 |
—
|
956 | 9.7% |
P
S
|
10,847 | $2,585,274 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.64% | 2.05% |
#16
4
Prev: #12
|
2.7 |
—
|
1,495 | 7.3% |
P
S
|
22,107 | $2,503,839 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EFA
ISHARES TR
|
ETF | 1.58% | 1.81% |
#17
3
Prev: #14
|
1.1 |
—
|
28 | 0.1% |
P
S
|
23,228 | $2,412,925 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.52% | 1.41% |
#18
1
Prev: #19
|
2.6 |
—
|
443 | 7.2% |
P
S
|
6,577 | $2,323,851 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.44% | 1.41% |
#19
1
Prev: #20
|
1.1 |
—
|
178 | 3.1% |
P
S
|
5,848 | $2,209,082 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.44% | 1.27% |
#20
2
Prev: #22
|
2.6 |
—
|
662 | 12.0% |
P
S
|
6,171 | $2,205,330 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 1.41% | 1.33% |
#21
Prev: #21
|
3.1 |
—
|
6,304 | 30.1% |
P
S
|
27,237 | $2,152,540 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.39% | 1.49% |
#22
4
Prev: #18
|
1.1 |
—
|
-25 | -0.4% |
P
S
|
5,757 | $2,130,320 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 1.37% | 0.94% |
#23
4
Prev: #27
|
3.5 |
—
|
5,410 | 68.5% |
P
S
|
13,306 | $2,102,747 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WINN
HARBOR ETF TRUS...
|
ETF | 1.20% | 1.04% |
#24
Prev: #24
|
3.0 |
—
|
9,866 | 21.1% |
P
S
|
56,626 | $1,838,646 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.19% | 0.37% |
#25
27
Prev: #52
|
2.5 |
—
|
197 | 14.3% |
P
S
|
1,576 | $1,819,161 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 1.13% | 0.94% |
#26
Prev: #26
|
3.5 |
—
|
17,296 | 422.3% |
P
S
|
21,392 | $1,723,553 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.00% | 1.10% |
#27
4
Prev: #23
|
0.9 |
—
|
-43 | -1.2% |
P
S
|
3,640 | $1,530,984 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.95% | 1.03% |
#28
3
Prev: #25
|
0.9 |
—
|
100 | 2.3% |
P
S
|
4,458 | $1,459,237 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.77% | 0.84% |
#29
Prev: #29
|
2.3 |
—
|
326 | 7.6% |
P
S
|
4,637 | $1,177,659 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IJR
ISHARES TR
|
ETF | 0.75% | 0.90% |
#30
2
Prev: #28
|
0.8 |
—
|
-1,251 | -13.9% |
P
S
|
7,759 | $1,150,737 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TLH
ISHARES TR
|
ETF | 0.75% | 0.48% |
#31
13
Prev: #44
|
3.3 |
—
|
5,386 | 90.0% |
P
S
|
11,370 | $1,140,980 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.73% | 0.83% |
#32
2
Prev: #30
|
2.3 |
—
|
169 | 9.3% |
P
S
|
1,983 | $1,117,004 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.67% | 0.56% |
#33
3
Prev: #36
|
3.3 |
—
|
10,375 | 651.3% |
P
S
|
11,968 | $1,030,924 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DGRO
ISHARES TR
|
Warrant | 0.67% | 0.59% |
#34
1
Prev: #35
|
2.8 |
—
|
2,979 | 28.3% |
P
S
|
13,510 | $1,023,923 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ACIO
ETF SER SOLUTIO...
|
ETF | 0.65% | 0.52% |
#35
6
Prev: #41
|
2.8 |
—
|
6,114 | 39.6% |
P
S
|
21,564 | $994,963 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.64% | 0.83% |
#36
5
Prev: #31
|
0.8 |
—
|
-193 | -9.0% |
P
S
|
1,960 | $980,764 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XLK
SELECT SECTOR S...
|
ETF | 0.63% | 0.54% |
#37
1
Prev: #38
|
1.3 |
—
|
no change | no change |
P
S
|
5,068 | $965,555 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.61% | 0.55% |
#38
1
Prev: #37
|
0.7 |
—
|
-754 | -8.6% |
P
S
|
8,014 | $941,324 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FLSP
FRANKLIN TEMPLE...
|
ETF | 0.58% | 0.60% |
#39
5
Prev: #34
|
2.2 |
—
|
4,620 | 16.8% |
P
S
|
32,189 | $891,313 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MDY
STATE STR SPDR ...
|
Unknown | 0.56% | 0.63% |
#40
8
Prev: #32
|
0.7 |
—
|
-58 | -4.5% |
P
S
|
1,219 | $857,371 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.54% | 0.53% |
#41
2
Prev: #39
|
0.7 |
—
|
33 | 4.2% |
P
S
|
813 | $822,244 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.54% | 0.43% |
#42
6
Prev: #48
|
2.2 |
—
|
99 | 16.9% |
P
S
|
685 | $821,610 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
V
VISA INC
|
Financial Services | 0.53% | 0.51% |
#43
1
Prev: #42
|
2.2 |
—
|
263 | 12.4% |
P
S
|
2,380 | $816,554 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BAC
BANK OF AMER CO...
|
Financial Services | 0.53% | 0.52% |
#44
4
Prev: #40
|
2.2 |
—
|
796 | 6.0% |
P
S
|
14,174 | $807,635 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.52% | 0.61% |
#45
12
Prev: #33
|
0.7 |
—
|
-2,194 | -7.1% |
P
S
|
28,551 | $790,863 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.51% | 0.46% |
#46
1
Prev: #47
|
2.2 |
—
|
385 | 17.5% |
P
S
|
2,589 | $784,778 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.46% | 0.37% |
#47
6
Prev: #53
|
2.7 |
—
|
2,561 | 42.5% |
P
S
|
8,584 | $697,622 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 0.44% | 0.48% |
#48
2
Prev: #46
|
1.2 |
—
|
no change | no change |
P
S
|
12,367 | $680,309 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.41% | 0.42% |
#49
Prev: #49
|
0.7 |
—
|
74 | 3.5% |
P
S
|
2,217 | $623,443 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.40% | 0.41% |
#50
Prev: #50
|
0.7 |
—
|
31 | 3.6% |
P
S
|
889 | $610,574 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 469 holdings