WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in PB — Prosperity Bancshares Inc
CIK 1632972
PLYMOUTH, MN
Position in PB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,810,120
+$1,167,496 QoQ
Shares Held
106,944
+8.2% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#81
of 455 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in PB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $416,678,715 across 152 Banks - Regional names. PB ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
291,021 | $71,655,190 | |
| 2 | USB |
US Bancorp \De\
|
582,496 | $35,182,758 | |
| 3 | TFC |
Truist Financial Corp
|
606,292 | $30,205,467 | |
| 4 | MTB |
M&T Bank Corp
|
84,778 | $20,178,011 | |
| 5 | BPOP |
Popular, Inc.
|
87,108 | $14,301,391 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
198,819 | $13,931,247 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
737,223 | $13,070,963 | |
| 8 | EWBC |
East West Bancorp Inc
|
82,955 | $10,708,660 |
All Filings in PB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,810,120 | 106,944 | Shares | Sole | 2026-07-15 | |
| 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. | ||||||