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, 2026WEALTH 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 |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
254,284 | $52,913,957 | |
| 2 | USB |
US Bancorp De
|
581,710 | $30,254,737 | |
| 3 | TFC |
Truist Financial Corp
|
597,995 | $27,489,830 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
181,099 | $10,860,507 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
639,846 | $10,013,589 | |
| 6 | EWBC |
East West Bancorp Inc
|
75,385 | $8,048,102 | |
| 7 | MTB |
M&T Bank Corp
|
37,747 | $7,803,059 | |
| 8 | PB |
Prosperity Bancshares Inc
This page
|
98,878 | $6,642,624 |
All Filings in PB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,642,624 | 98,878 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,129,460 | 59,752 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,188,090 | 32,978 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,610,462 | 22,928 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $525,425 | 7,362 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $512,455 | 6,801 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $446,329 | 6,193 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $341,344 | 5,583 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $377,774 | 5,743 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $355,921 | 5,255 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $260,783 | 4,778 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||