Position in PB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$479,880
+$38,441 QoQ
Shares Held
6,571
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#268
of 451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CFM WEALTH PARTNERS LLC holds $5,299,141 across 2 Banks - Regional names. PB ranks #2 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FFIN |
First Financial Bankshares Inc
|
139,285 | $4,819,261 | |
| 2 | PB |
Prosperity Bancshares Inc
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|
6,571 | $479,880 |
All Filings in PB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,880 | 6,571 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $441,439 | 6,571 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $557,717 | 8,070 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $535,444 | 8,070 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $566,836 | 8,070 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $575,955 | 8,070 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $608,074 | 8,070 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $581,604 | 8,070 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $493,399 | 8,070 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $531,962 | 8,087 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $585,525 | 8,645 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $494,058 | 9,052 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $523,174 | 9,263 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $577,672 | 9,390 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $682,465 | 9,390 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $626,125 | 9,390 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $659,010 | 9,653 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $669,725 | 9,653 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $697,911 | 9,653 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $686,617 | 9,653 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $693,085 | 9,653 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $658,732 | 8,796 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $610,090 | 8,796 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $455,896 | 8,796 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $522,306 | 8,796 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $429,569 | 8,903 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||