Copeland Capital Management, LLC
Position in PB — Prosperity Bancshares Inc
CIK 1541743
Conshohocken, PA
Position in PB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$24,204,280
-$1,616,044 QoQ
Shares Held
360,290
-3.6% QoQ
Ownership
0.357%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 49.568125676538344.ToString("F0")%
Shared 43.63651502955952.ToString("F0")%
None 6.795359293902134.ToString("F0")%
Common Shares in PB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Copeland Capital Management, LLC holds $217,207,976 across 15 Banks - Regional names. PB ranks #5 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOMB |
Home Bancshares Inc
|
2,561,767 | $68,988,384 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
753,526 | $54,879,296 | |
| 3 | LKFN |
Lakeland Financial Corp
|
606,364 | $34,793,166 | |
| 4 | ESQ |
Esquire Financial Holdings, Inc.
|
304,647 | $32,749,552 | |
| 5 | PB |
Prosperity Bancshares Inc
This page
|
360,290 | $24,204,280 | |
| 6 | BPOP |
Popular, Inc.
|
6,701 | $899,073 | |
| 7 | EWBC |
East West Bancorp Inc
|
2,065 | $220,459 | |
| 8 | PFBC |
Preferred Bank
|
895 | $81,167 |
All Filings in PB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,204,280 | 360,290 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $25,820,324 | 373,612 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $26,014,440 | 392,079 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $28,814,905 | 410,235 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $32,643,137 | 457,379 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $35,027,049 | 464,858 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $34,081,541 | 472,895 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $28,144,086 | 460,322 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $29,871,091 | 454,106 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $24,355,571 | 359,598 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $20,548,277 | 376,480 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $21,044,165 | 372,595 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $21,217,078 | 344,881 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $24,793,836 | 341,137 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $17,614,922 | 264,171 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $18,087,726 | 264,944 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $18,319,095 | 264,040 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $19,327,669 | 267,326 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $19,245,074 | 270,562 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $18,907,380 | 263,334 | Shares | Sole | 2022-01-18 | |
| 2021-03-31 | $20,617,066 | 275,298 | Shares | Sole | 2022-01-18 | |
| 2020-12-31 | $13,646,787 | 196,753 | Shares | Sole | 2022-01-18 | |
| 2020-09-30 | $10,897,049 | 210,246 | Shares | Sole | 2022-01-18 | |
| 2020-06-30 | $9,865,155 | 166,136 | Shares | Sole | 2022-01-18 | |
| 2020-03-31 | $7,714,933 | 159,895 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||