Copeland Capital Management, LLC PB — PROSPERITY BANCSHARES

Ownership history in Copeland Capital Management, LLC  ·  51 quarters on record

AI Ownership Summary

Copeland Capital Management, LLC reported PROSPERITY BANCSHARES (PB) in 51 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.65% in 2025 Q1. The latest visible filing shows PB at 0.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Copeland Capital Management, LLC's position in PROSPERITY BANCSHARES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PB was reported at 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PB stock page Copeland Capital Management, LLC fund profile Copeland Capital Management, LLC full holdings
How Copeland Capital Management, LLC held PB — position size vs. price
% of Fund (quarterly)    PB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 360,290 -13,322 -3.6% 0.54% $24.2M 2026-05-06 $70.10
2025 Q4 REDUCED — — — 373,612 -18,467 -4.7% 0.58% $25.8M 2026-01-29 $67.80
2025 Q3 REDUCED — — — 392,079 -18,156 -4.4% 0.54% $26.0M 2025-10-17 $62.07
2025 Q2 REDUCED 10.3% -5.3% ✅ 410,235 -47,144 -10.3% 0.59% $28.8M 2025-07-21 $70.61
2025 Q1 REDUCED — — — 457,379 -7,479 -1.6% 0.65% $32.6M 2025-04-24 $65.37
2024 Q4 REDUCED — — — 464,858 -8,037 -1.7% 0.65% $35.0M 2025-01-24 $75.93
2024 Q3 ADDED — — — 472,895 +12,573 +2.7% 0.59% $34.1M 2024-10-21 $67.86
2024 Q2 ADDED — — — 460,322 +6,216 +1.4% 0.53% $28.1M 2024-07-26 $68.71
2024 Q1 ADDED — — — 454,106 +94,508 +26.3% 0.54% $29.9M 2024-04-19 $56.80
2023 Q4 REDUCED — — — 359,598 -16,882 -4.5% 0.49% $24.4M 2024-01-19 $61.30
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PB

As of 2026 Q1 — sorted by position size

PATRON PARTNERS, LLC 3Y 6.89% ALGEBRIS (UK) LTD 3Y 7Y 4.54% Azora Capital LP 3Y 7Y 4.14% North Reef Capital Management LP 3Y 2.56% Hunter Perkins Capital Management, LLC 3Y 2.14% Premier Fund Managers Ltd 3Y 7Y 1.77% Oxbow Advisors, LLC 3Y 7Y 1.72% SNYDER CAPITAL MANAGEMENT L P 3Y 7Y 1.27% TOWLE & CO 3Y 7Y 1.19% THIRD AVENUE MANAGEMENT LLC 3Y 7Y 1.11%

FAQ About Copeland Capital Management, LLC and PB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Copeland Capital Management, LLC reported owning PB?

Copeland Capital Management, LLC reported PB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PB position in Copeland Capital Management, LLC's portfolio?

The largest reported portfolio weight for PB was 0.65% in 2025 Q1.

What is the latest reported PB position on this page?

The most recent filing on this page is 2026 Q1, when Copeland Capital Management, LLC reported 360,290 shares, equal to 0.54% of portfolio, with an estimated market value of $24.2M.

What does the chart on this PB ownership page compare?

The chart compares Copeland Capital Management, LLC's quarterly PB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Copeland Capital Management, LLC time their PB position?

Based on 13F filing dates vs. subsequent PB price moves, Copeland Capital Management, LLC correctly timed 23 out of 48 reported position changes (48%). The annualised alpha on PB relative to SPY over the holding period was -9.1%.

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