Prosperity Consulting Group, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1910398 OWINGS MILLS, MD

Position in BNY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$7,227,173

+$1,506,360 QoQ

Shares Held

49,977

+3.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#418

of 1,868 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Prosperity Consulting Group, LLC holds $33,575,056 across 11 Banks - Diversified names. BNY ranks #2 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	47,362	$15,503,003
2	BNY	Bank of New York Mellon Corp This page	49,977	$7,227,173
3	BAC	Bank Of America Corp /De/	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

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,227,173	49,977	+3.6%	Shares	Sole	2026-08-13
2026-03-31	$5,720,813	48,224	+0.8%	Shares	Sole	2026-05-05
2025-12-31	$5,552,584	47,830	+0.8%	Shares	Sole	2026-02-17
2025-09-30	$5,170,914	47,457	+10.5%	Shares	Sole	2025-11-14
2025-06-30	$3,913,994	42,959	-4.7%	Shares	Sole	2025-08-05
2025-03-31	$3,780,188	45,072	+12.9%	Shares	Sole	2025-05-07
2024-12-31	$3,066,054	39,907	+1.8%	Shares	Sole	2025-02-14
2024-09-30	$2,817,918	39,214	+8.9%	Shares	Sole	2024-10-15
2024-06-30	$2,156,878	36,014	-0.1%	Shares	Sole	2024-08-08
2024-03-31	$2,077,546	36,056	+603.1%	Shares	Sole	2024-05-01
2023-12-31	$266,912	5,128	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.