Prosperity Consulting Group, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1910398 OWINGS MILLS, MD

Position in WFC

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

Position Value

$1,182,991

+$142,250 QoQ

Shares Held

14,315

+9.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,259

of 2,859 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. WFC ranks #5 (3.5% 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	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 This page	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	$1,182,991	14,315	+9.5%	Shares	Sole	2026-08-13
2026-03-31	$1,040,741	13,073	+4.6%	Shares	Sole	2026-05-05
2025-12-31	$1,165,279	12,503	+3.7%	Shares	Sole	2026-02-17
2025-09-30	$1,010,282	12,053	+16.7%	Shares	Sole	2025-11-14
2025-06-30	$827,559	10,329	+5.1%	Shares	Sole	2025-08-05
2025-03-31	$705,839	9,832	+54.3%	Shares	Sole	2025-05-07
2024-12-31	$447,569	6,372	+25.4%	Shares	Sole	2025-02-14
2024-09-30	$287,082	5,082	+1.8%	Shares	Sole	2024-10-15
2024-06-30	$296,534	4,993	+7.5%	Shares	Sole	2024-08-08
2024-03-31	$269,166	4,644	+14.2%	Shares	Sole	2024-05-01
2023-12-31	$200,128	4,066	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.