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CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

PB holding history

Prosperity Bancshares Inc in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PB overviewAll 13F holders of PBFull Q2 2026 holdings

Shares (Q2 2026)
9,538
Value
$696.6K
% of portfolio
<0.1%
Quarters held
20
Since Q3 2021
Holdings of PB by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,538$696.6K<0.1%+1,761+22.6%AddedHolders
Q1 20267,777$522.5K<0.1%+882+12.8%AddedHolders
Q4 20256,895$476.5K<0.1%+68+1.0%AddedHolders
Q3 20256,827$453.0K<0.1%+1,275+23.0%AddedHolders
Q2 20255,552$390.0K<0.1%+707+14.6%AddedHolders
Q1 20254,845$345.8K<0.1%−481−9.0%ReducedHolders
Q4 20245,326$401.3K<0.1%−402−7.0%ReducedHolders
Q3 20245,728$412.8K<0.1%−11−0.2%ReducedHolders
Q2 20245,739$350.9K<0.1%+328+6.1%AddedHolders
Q1 20245,411$355.9K<0.1%−248−4.4%ReducedHolders
Q4 20235,659$383.3K<0.1%+48+0.9%AddedHolders
Q3 20235,611$306.2K<0.1%+64+1.2%AddedHolders
Q2 20235,547$313.3K<0.1%+1,107+24.9%AddedHolders
Q1 20234,440$273.1K<0.1%+1,196+36.9%AddedHolders
Q4 20223,244$235.8K<0.1%+123+3.9%AddedHolders
Q3 20223,121$208.0K<0.1%+24+0.8%AddedHolders
Q2 20223,097$211.0K<0.1%−305−9.0%ReducedHolders
Q1 20223,402$236.0K<0.1%−6−0.2%ReducedHolders
Q4 20213,408$246.0K<0.1%−24−0.7%ReducedHolders
Q3 20213,432$244.0K<0.1%+3,432NewHolders