Prosperity Consulting Group, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1910398
OWINGS MILLS, MD
Position in BAC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,654,582
+$614,085 QoQ
Shares Held
81,688
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,026
of 3,594 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Prosperity Consulting Group, LLC holds $33,575,056 across 11 Banks - Diversified names. BAC ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
47,362 | $15,503,003 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
49,977 | $7,227,173 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
81,688 | $4,654,582 | |
| 4 | C |
Citigroup Inc
|
19,027 | $2,663,018 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
14,315 | $1,182,991 | |
| 6 | RY |
Royal Bank Of Canada
|
3,002 | $621,323 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
6,265 | $595,738 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
15,788 | $314,023 |
All Filings in BAC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,654,582 | 81,688 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,040,497 | 82,882 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,531,230 | 82,386 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,982,799 | 77,201 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,016,602 | 63,749 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,530,757 | 60,646 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,278,933 | 74,606 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,866,403 | 72,238 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,109,361 | 53,039 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,285,590 | 60,274 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,894,812 | 56,276 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,461,325 | 53,372 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,431,487 | 49,895 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,467,408 | 51,308 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,714,191 | 51,757 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,535,488 | 50,844 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,621,001 | 52,072 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,152,920 | 52,230 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $2,383,729 | 53,579 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||