Premier Fund Managers Ltd PB — PROSPERITY BANCSHARES INC

Ownership history in Premier Fund Managers Ltd  ·  23 quarters on record

AI Ownership Summary

Premier Fund Managers Ltd reported PROSPERITY BANCSHARES INC (PB) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.92% in 2023 Q4. The latest visible filing shows PB at 1.63% 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 Premier Fund Managers Ltd's position in PROSPERITY BANCSHARES INC, 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
2025 Q4

PB was reported at 1.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.92% in 2023 Q4

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 2025 Q4

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 Premier Fund Managers Ltd fund profile Premier Fund Managers Ltd full holdings
How Premier Fund Managers Ltd 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 19.3% -1.9% ✅ 405,764 -96,893 -19.3% 1.63% $28.4M 2026-02-14 (Est.) $71.96
2025 Q3 ADDED — — — 502,657 +456 +0.1% 1.36% $33.2M 2025-11-10 $65.78
2025 Q2 ADDED — — — 502,201 +1,997 +0.4% 1.28% $35.2M 2025-08-11 $64.01
2025 Q1 ADDED — — — 500,204 +204 +0.0% 1.32% $35.3M 2025-05-08 $68.71
2024 Q4 UNCHANGED — — — 500,000 — 0% 1.34% $37.6M 2025-02-12 $74.75
2024 Q3 UNCHANGED — — — 500,000 — 0% 1.26% $35.4M 2024-11-08 $76.18
2024 Q2 UNCHANGED — — — 500,000 — 0% 1.21% $30.1M 2024-08-13 $66.10
2024 Q1 REDUCED 23.1% -7.0% ✅ 500,000 -150,000 -23.1% 1.29% $32.5M 2024-05-13 $59.29
2023 Q4 UNCHANGED — — — 650,000 — 0% 1.92% $44.6M 2024-02-13 $57.49
14 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% Oxbow Advisors, LLC 3Y 7Y 1.72% PRIVATE MANAGEMENT GROUP INC 3Y 7Y 0.99% New England Research & Management, Inc. 3Y 7Y 0.71% NORTH STAR ASSET MANAGEMENT INC 3Y 7Y 0.68% AMARILLO NATIONAL BANK 3Y 7Y 0.66% Perpetual Ltd 3Y 7Y 0.59% KWMG, LLC 3Y 7Y 0.55% Copeland Capital Management, LLC 3Y 7Y 0.54% AMICA MUTUAL INSURANCE CO 3Y 7Y 0.53%

FAQ About Premier Fund Managers Ltd and PB

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

How long has Premier Fund Managers Ltd reported owning PB?

Premier Fund Managers Ltd reported PB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PB position in Premier Fund Managers Ltd's portfolio?

The largest reported portfolio weight for PB was 1.92% in 2023 Q4.

What is the latest reported PB position on this page?

The most recent filing on this page is 2025 Q4, when Premier Fund Managers Ltd reported 405,764 shares, equal to 1.63% of portfolio, with an estimated market value of $28.4M.

What does the chart on this PB ownership page compare?

The chart compares Premier Fund Managers Ltd'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 Premier Fund Managers Ltd time their PB position?

Based on 13F filing dates vs. subsequent PB price moves, Premier Fund Managers Ltd correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on PB relative to SPY over the holding period was -6.7%.

← Back to Premier Fund Managers Ltd Holdings