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Savvy Advisors, Inc.

SEC CIK
0002003633
Latest filing
Aug 3, 2026

PB holding history

Prosperity Bancshares Inc in every 13F filed by Savvy Advisors, Inc., 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)
68,711
Value
$5.02M
% of portfolio
0.1%
Quarters held
6
Since Q1 2025
Holdings of PB by Savvy Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202668,711$5.02M0.1%+240.0%AddedHolders
Q1 202668,687$4.61M0.1%−180.0%ReducedHolders
Q4 202568,705$4.75M0.2%+806+1.2%AddedHolders
Q3 202567,899$4.51M0.2%+4,637+7.3%AddedHolders
Q2 202563,262$4.44M0.3%−90.0%ReducedHolders
Q1 202563,271$4.52M0.5%+63,271NewHolders