Prosperity Consulting Group, LLC
Position in TFC — Truist Financial Corp
CIK 1910398
OWINGS MILLS, MD
Position in TFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$861,487
+$76,320 QoQ
Shares Held
17,292
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#789
of 1,681 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC 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. TFC ranks #7 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
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
This page
|
17,292 | $861,487 | |
| 8 | FITB |
Fifth Third Bancorp
|
14,614 | $823,791 |
All Filings in TFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $861,487 | 17,292 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $785,167 | 17,080 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $811,768 | 16,496 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $666,871 | 14,586 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $582,987 | 13,561 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $548,858 | 13,338 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $564,937 | 13,023 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $222,788 | 5,209 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||