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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in PB — Prosperity Bancshares Inc

CIK 1632972 PLYMOUTH, MN

Position in PB

as of Mar 31, 2026 · filed Apr 8, 2026
Position Value
$6,642,624
+$2,513,164 QoQ
Shares Held
98,878
+65.5% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority Sole 2.9157143146099234.ToString("F0")% Shared 0.ToString("F0")% None 97.08428568539009.ToString("F0")%

Common Shares in PB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $286,432,138 across 124 Banks - Regional names. PB ranks #8 (2.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
8 PB
Prosperity Bancshares Inc
This page
98,878 $6,642,624

All Filings in PB

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11 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $6,642,624 98,878
2025-12-31 $4,129,460 59,752
2025-09-30 $2,188,090 32,978
2025-06-30 $1,610,462 22,928
2025-03-31 $525,425 7,362
2024-12-31 $512,455 6,801
2024-09-30 $446,329 6,193
2024-06-30 $341,344 5,583
2024-03-31 $377,774 5,743
2023-12-31 $355,921 5,255
2023-09-30 $260,783 4,778