Prosperity Consulting Group, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1910398
OWINGS MILLS, MD
Position in GS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,156,240
+$522,634 QoQ
Shares Held
2,132
+10.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,303
of 3,124 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Prosperity Consulting Group, LLC holds $5,181,708 across 6 Capital Markets names. GS ranks #1 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
2,132 | $2,156,240 | |
| 2 | MS |
Morgan Stanley
|
6,904 | $1,443,212 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
7,796 | $678,563 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,507 | $351,681 | |
| 5 | SCHW |
Schwab Charles Corp
|
3,524 | $325,159 | |
| 6 | LAZ |
Lazard, Inc.
|
5,409 | $226,853 |
All Filings in GS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,156,240 | 2,132 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,633,606 | 1,931 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,034,885 | 2,315 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,780,638 | 2,236 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,193,266 | 1,686 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $771,361 | 1,412 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $585,790 | 1,023 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $477,286 | 964 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||