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Charlotte M. Rasche

Prosperity Bancshares Inc

Assets Managed
$124.754M
Holdings
414
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
12.57%(2Q avg: 6.29%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Prosperity Bancshares Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 414 positions.

Assets under management

The assets under management (AUM) of Prosperity Bancshares Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 124.754M in assets, with a quarterly growth rate of 12.57% and a 2-quarter average growth rate of 6.29%. The portfolio is managed by Charlotte M. Rasche, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 29.3%
8.2%
$10.228M
301,098 shares@ $33.97 avg price
IEQ
Lazard Intl Dynamic Eqy Etf
Recent Activity
Increased 63.84%
6.05%
$7.54M
237,490 shares@ $31.76 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
4.03%
$5.027M
7 shares@ $718140.0 avg price
VGLT
Vanguard Long-term Treasury
Recent Activity
Increased 509.78%
4.03%
$5.017M
90,637 shares@ $55.36 avg price
AAPL
Apple Inc
Recent Activity
Increased 3.37%
3.58%
$4.457M
17,563 shares@ $253.8 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 36.66%
3.41%
$4.248M
90,220 shares@ $47.09 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 6.17%
3.06%
$3.808M
49,380 shares@ $77.12 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 2.52%
3.06%
$3.806M
21,824 shares@ $174.41 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 12.63%
3.01%
$3.748M
22,090 shares@ $169.66 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 70.57%
2.92%
$3.642M
47,061 shares@ $77.38 avg price

1-10 of 414