Prosperity Consulting Group, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1910398
OWINGS MILLS, MD
Position in CFG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,192,910
+$467,933 QoQ
Shares Held
31,296
+8.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#387
of 1,095 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Prosperity Consulting Group, LLC holds $13,912,313 across 18 Banks - Regional names. CFG ranks #1 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
This page
|
31,296 | $2,192,910 | |
| 2 | USB |
US Bancorp De
|
33,891 | $2,047,016 | |
| 3 | OVBC |
Ohio Valley Banc Corp
|
34,749 | $1,509,149 | |
| 4 | RF |
Regions Financial Corp
|
42,977 | $1,297,905 | |
| 5 | NWG |
NatWest Group plc
|
65,428 | $1,153,495 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
3,761 | $926,033 | |
| 7 | TFC |
Truist Financial Corp
|
17,292 | $861,487 | |
| 8 | FITB |
Fifth Third Bancorp
|
14,614 | $823,791 |
All Filings in CFG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,192,910 | 31,296 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,724,977 | 28,764 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,597,688 | 27,353 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,489,117 | 28,012 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,225,210 | 27,379 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,163,711 | 28,404 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,328,466 | 30,358 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,231,812 | 29,993 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||