SEC 13F Intelligence

Jacobson & Schmitt Advisors, LLC / PB

Jacobson & Schmitt Advisors, LLC’s Prosperity Bancshares Inc Position

Does Jacobson & Schmitt Advisors, LLC own Prosperity Bancshares Inc (PB)? Not currently — the last reported position was 88.9K shares worth $6M in Q4 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q4 2019
Shares
88.9K
% of Portfolio
+3.18%
Quarters Held
5
position exited

Position History PB

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $11MQ1 ’19Q2 ’19: $6MQ2 ’19Q3 ’19: $6MQ3 ’19Q4 ’19: $6MQ4 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q4 201988.9K$6M+3.18%
Q3 201984.4K$6M+3.33%
Q2 201984.5K$6M+3.23%
Q1 2019163.8K$11M+3.62%
Q4 201883.4K$5M+3.75%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jacobson & Schmitt Advisors, LLC’s full portfolio or all institutional holders of PB.