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SageView Advisory Group, LLC

SEC CIK
0001914558
Latest filing
Aug 10, 2026

PB holding history

Prosperity Bancshares Inc in every 13F filed by SageView Advisory Group, 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)
2,880
Value
$210.3K
% of portfolio
<0.1%
Quarters held
7
Since Q3 2024
Holdings of PB by SageView Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,880$210.3K<0.1%−150−5.0%ReducedHolders
Q1 20263,030$203.6K<0.1%−30−1.0%ReducedHolders
Q4 20253,060$211.5K<0.1%+3,060NewHolders
Q3 20250$00.0%−3,045−100.0%Sold outHolders
Q2 20253,045$205.9K<0.1%+35+1.2%AddedHolders
Q1 20253,010$214.8K<0.1%+70+2.4%AddedHolders
Q4 20242,940$221.5K<0.1%00.0%UnchangedHolders
Q3 20242,940$211.9K<0.1%+2,940NewHolders