Oxbow Advisors, LLC PB PROSPERITY BANCSHS INC COM

Ownership history in Oxbow Advisors, LLC  ·  17 quarters on record

AI Ownership Summary

Oxbow Advisors, LLC reported PROSPERITY BANCSHS INC COM (PB) in 17 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 1.72% in 2026 Q1. The latest visible filing shows PB at 1.72% 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 Oxbow Advisors, LLC's position in PROSPERITY BANCSHS INC COM, 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 1.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.72% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 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.

How Oxbow Advisors, 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 1 quarter  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 301,825 +294,806 +4200.1% 1.72% $20.3M 2026-04-27 $69.48
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Oxbow Advisors, 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 Oxbow Advisors, LLC reported owning PB?

Oxbow Advisors, LLC reported PB across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported PB position in Oxbow Advisors, LLC's portfolio?

The largest reported portfolio weight for PB was 1.72% in 2026 Q1.

What is the latest reported PB position on this page?

The most recent filing on this page is 2026 Q1, when Oxbow Advisors, LLC reported 301,825 shares, equal to 1.72% of portfolio, with an estimated market value of $20.3M.

What does the chart on this PB ownership page compare?

The chart compares Oxbow Advisors, 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 Oxbow Advisors, LLC time their PB position?

Based on 13F filing dates vs. subsequent PB price moves, Oxbow Advisors, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on PB relative to SPY over the holding period was -4.1%.

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