Prosperity Bancshares, Inc.
US ˙ NYSE ˙ US7436061052

SecurityPB / Prosperity Bancshares, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership4,724,018 shares
Ownership 5.00%
Dimensional Fund Advisors Lp ownership in PB / Prosperity Bancshares, Inc.

2026-01-21 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 4,724,018 shares of Prosperity Bancshares, Inc. (US:PB). This represents 5.0 percent ownership of the company. In their previous filing dated 2025-10-09 , Dimensional Fund Advisors Lp had reported owning 4,784,022 shares, indicating a decrease of -1.25 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2026-01-21 2026-01-21 13G/A 4,784,022 4,724,018 -1.25 5.00 0.00
2025-10-09 2025-10-09 13G 4,784,022 5.00

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F PROSPERITY BANCSHARES COM 743606105 4,929,309 205,291 4.35 331,142 1.43 0.0688
2026-02-12 2025-12-31 13F PROSPERITY BANCSHARES COM 743606105 4,724,018 -60,004 -1.25 326,482 2.86 0.0685
2025-11-12 2025-09-30 13F PROSPERITY BANCSHARES COM 743606105 4,784,022 28,994 0.61 317,416 -4.96 0.0681
2025-08-12 2025-06-30 13F PROSPERITY BANCSHARES COM 743606105 4,755,028 66,724 1.42 333,994 -0.18 0.0773
2025-05-13 2025-03-31 13F PROSPERITY BANCSHARES COM 743606105 4,688,304 102,044 2.22 334,595 -3.18 0.0832
2025-02-13 2024-12-31 13F PROSPERITY BANCSHARES COM 743606105 4,586,260 48,304 1.06 345,575 5.67 0.0830
2024-11-07 2024-09-30 13F PROSPERITY BANCSHARES COM 743606105 4,537,956 250,341 5.84 327,042 24.76 0.0793
2024-08-09 2024-06-30 13F PROSPERITY BANCSHARES COM 743606105 4,287,615 532,241 14.17 262,141 6.12 0.0685
2024-05-10 2024-03-31 13F PROSPERITY BANCSHARES COM 743606105 3,755,374 313,378 9.10 247,029 5.96 0.0669
2024-02-07 2023-12-31 13F PROSPERITY BANCSHARES COM 743606105 3,441,996 187,472 5.76 233,130 31.25 0.0681
2023-11-09 2023-09-30 13F PROSPERITY BANCSHARES COM 743606105 3,254,524 671,244 25.98 177,630 21.74 0.0583
2023-08-09 2023-06-30 13F PROSPERITY BANCSHARES COM 743606105 2,583,280 433,082 20.14 145,907 10.30 0.0465
2023-05-12 2023-03-31 13F PROSPERITY BANCSHARES COM 743606105 2,150,198 41,015 1.94 132,277 86,355.56 0.0446
2023-02-09 2022-12-31 13F PROSPERITY BANCSHARES COM 743606105 2,109,183 -53,075 -2.45 153 -99.89 0.0453
2022-11-10 2022-09-30 13F PROSPERITY BANCSHARES COM 743606105 2,162,258 -14,598 -0.67 144,182 -2.98 0.0554
2022-08-12 2022-06-30 13F PROSPERITY BANCSHARES COM 743606105 2,176,856 218,073 11.13 148,613 9.35 0.0533
2022-05-13 2022-03-31 13F PROSPERITY BANCSHARES COM 743606105 1,958,783 110,613 5.99 135,905 1.71 0.0419
2022-02-09 2021-12-31 13F PROSPERITY BANCSHARES COM 743606105 1,848,170 118,165 6.83 133,622 8.58 0.0404
2021-11-12 2021-09-30 13F PROSPERITY BANCSHARES COM 743606105 1,730,005 236,730 15.85 123,058 14.77 0.0396
2021-08-12 2021-06-30 13F PROSPERITY BANCSHARES COM 743606105 1,493,275 70,301 4.94 107,217 0.61 0.0339
2021-05-14 2021-03-31 13F PROSPERITY BANCSHARES COM 743606105 1,422,974 -31,316 -2.15 106,572 5.65 0.0352
2021-03-08 2020-12-31 13F/A-2 PROSPERITY BANCSHARES COM 743606105 1,454,290 109,295 8.13 100,870 44.71 0.0364
2021-02-11 2020-12-31 13F PROSPERITY BANCSHARES COM 743606105 1,454,290 109,295 100,870 36,428.8825
2020-11-12 2020-09-30 13F PROSPERITY BANCSHARES COM 743606105 1,344,995 75,690 5.96 69,706 -7.50 0.0296
2020-08-13 2020-06-30 13F PROSPERITY BANCSHARES COM 743606105 1,269,305 -686,117 -35.09 75,360 -20.13 0.0331
2020-05-14 2020-03-31 13F PROSPERITY BANCSHARES COM 743606105 1,955,422 -517,382 -20.92 94,355 -46.92 0.0492
2020-02-14 2019-12-31 13F PROSPERITY BANCSHARES COM 743606105 2,472,804 664,357 36.74 177,771 39.17 0.0648
2019-11-12 2019-09-30 13F PROSPERITY BANCSHARES COM 743606105 1,808,447 47,639 2.71 127,733 9.83 0.0496
2019-08-13 2019-06-30 13F PROSPERITY BANCSHARES COM 743606105 1,760,808 -4,036 -0.23 116,300 -4.58 0.0452
2019-08-12 2019-03-31 13F/A-2 PROSPERITY BANCSHARES COM 743606105 1,764,844 25,945 1.49 121,882 12.51 0.0485
2019-05-10 2019-03-31 13F PROSPERITY BANCSHARES COM 743606105 1,764,844 25,945 121,882
2019-02-26 2018-12-31 13F/A-1 PROSPERITY BANCSHARES COM 743606105 1,738,899 17,320 1.01 108,334 -9.26 0.0491
2019-02-13 2018-12-31 13F PROSPERITY BANCSHARES COM 743606105 1,738,899 17,320 108,334
2018-11-13 2018-09-30 13F PROSPERITY BANCSHARES COM 743606105 1,721,579 -10,248 -0.59 119,391 0.85 0.0454
2018-08-10 2018-06-30 13F PROSPERITY BANCSHARES COM 743606105 1,731,827 19,755 1.15 118,385 -4.80 0.0472
2018-05-11 2018-03-31 13F PROSPERITY BANCSHARES COM 743606105 1,712,072 -1,286 -0.08 124,348 3.57 0.0518
2018-02-12 2017-12-31 13F PROSPERITY BANCSHARES COM 743606105 1,713,358 32,726 1.95 120,063 8.69 0.0498
2017-11-13 2017-09-30 13F PROSPERITY BANCSHARES COM 743606105 1,680,632 -28,652 -1.68 110,461 0.59 0.0483
2017-08-11 2017-06-30 13F PROSPERITY BANCSHARES COM 743606105 1,709,284 22,930 1.36 109,809 -6.59 0.0507
2017-05-12 2017-03-31 13F PROSPERITY BANCSHARES COM 743606105 1,686,354 98,712 6.22 117,559 3.16 0.0562
2017-02-09 2016-12-31 13F PROSPERITY BANCSHARES COM 743606105 1,587,642 -37,213 -2.29 113,962 27.79 0.0569
2016-11-10 2016-09-30 13F PROSPERITY BANCSHARES COM 743606105 1,624,855 46,397 2.94 89,181 10.81 0.0482
2016-08-09 2016-06-30 13F PROSPERITY BANCSHARES COM 743606105 1,578,458 127,644 8.80 80,478 19.57 0.0463
2016-05-13 2016-03-31 13F PROSPERITY BANCSHARES COM 743606105 1,450,814 272,039 23.08 67,304 19.29 0.0403
2016-02-10 2015-12-31 13F PROSPERITY BANCSHARES COM 743606105 1,178,775 153,057 14.92 56,420 12.00 0.0352
2015-11-13 2015-09-30 13F PROSPERITY BANCSHARES COM 743606105 1,025,718 247,919 31.87 50,375 12.16 0.0331
2015-08-14 2015-06-30 13F PROSPERITY BANCSHARES COM 743606105 777,799 48,890 6.71 44,912 17.41 0.0275
2015-05-14 2015-03-31 13F PROSPERITY BANCSHARES COM 743606105 728,909 86,348 13.44 38,253 7.53 0.0242
2015-02-06 2014-12-31 13F PROSPERITY BANCSHARES COM 743606105 642,561 180,512 39.07 35,574 34.66 0.0234
2014-11-13 2014-09-30 13F PROSPERITY BANCSHARES COM 743606105 462,049 9,441 2.09 26,417 -6.76 0.0187
2014-08-08 2014-06-30 13F PROSPERITY BANCSHARES COM 743606105 452,608 58,966 14.98 28,333 8.82 0.0197
2014-05-14 2014-03-31 13F PROSPERITY BANCSHARES COM 743606105 393,642 -65,790 -14.32 26,036 -10.60 0.0195
2014-02-12 2013-12-31 13F PROSPERITY BANCSHARES COM 743606105 459,432 -76,524 -14.28 29,123 -12.12 0.0227
2013-11-13 2013-09-30 13F PROSPERITY BANCSHARES COM 743606105 535,956 -125,724 -19.00 33,140 -3.29 0.0287
2013-08-15 2013-06-30 13F PROSPERITY BANCSHARES COM 743606105 661,680 661,680 34,269 0.0323
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.