SEC 13F Intelligence

Wambolt & Associates, LLC / PB

Wambolt & Associates, LLC’s Prosperity Bancshares Inc Position

Does Wambolt & Associates, LLC own Prosperity Bancshares Inc (PB)? Not currently — the last reported position was 63.2K shares worth $5M in Q4 2024; the fund’s latest 13F (Q2 2025) no longer reports it.

Position Value
$5M
Q4 2024
Shares
63.2K
% of Portfolio
+1.52%
Quarters Held
23
position exited

Position History PB

Reported value by quarter
Q2 ’19: $1MQ2 ’19Q3 ’19: $1MQ4 ’19: $1MQ1 ’20: $658,000Q1 ’20Q2 ’20: $810,000Q3 ’20: $707,000Q4 ’20: $946,000Q4 ’20Q1 ’21: $685,000Q2 ’21: $652,000Q3 ’21: $655,000Q3 ’21Q4 ’21: $650,000Q1 ’22: $624,000Q2 ’22: $614,000Q2 ’22Q3 ’22: $600,000Q4 ’22: $617,126Q1 ’23: $517,017Q1 ’23Q2 ’23: $479,572Q3 ’23: $5MQ4 ’23: $5MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ3 ’24: $4MQ3 ’24Q4 ’24: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202463.2K$5M+1.52%
Q3 202463.2K$4M+1.21%
Q2 202465.7K$4M+1.16%
Q1 202467.1K$4M+1.29%
Q4 202367.9K$5M+1.50%
Q3 202388.8K$5M+1.71%
Q2 20238.5K$479,572+0.17%
Q1 20238.5K$517,017+0.18%
Q4 20228.5K$617,126+0.24%
Q3 20229.0K$600,000+0.25%
Q2 20229.0K$614,000+0.25%
Q1 20229.0K$624,000+0.23%
Q4 20219.0K$650,000+0.23%
Q3 20219.0K$655,000+0.26%
Q2 20219.0K$652,000+0.28%
Q1 20219.0K$685,000+0.36%
Q4 202013.6K$946,000+0.57%
Q3 202013.6K$707,000+0.53%
Q2 202013.6K$810,000+0.64%
Q1 202013.6K$658,000+0.68%
Q4 201919.9K$1M+1.09%
Q3 201919.9K$1M+1.16%
Q2 201919.9K$1M+1.11%

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