Position in C
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,663,018
+$653,280 QoQ
Shares Held
19,027
+7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#947
of 2,617 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C 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. C ranks #4 (7.9% 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/
|
81,688 | $4,654,582 | |
| 4 | C |
Citigroup Inc
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|
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 C
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,663,018 | 19,027 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,009,738 | 17,721 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,086,767 | 17,883 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,919,771 | 18,914 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,554,546 | 18,263 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,273,560 | 17,940 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,249,915 | 17,757 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,088,426 | 17,387 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $328,342 | 5,174 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $394,048 | 6,231 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $273,866 | 5,324 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||