Avantax Planning Partners, Inc.

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1005441 DUBUQUE, IA

Position in PNC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$633,277

+$9,216 QoQ

Shares Held

2,572

-14.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,149

of 2,018 holders

Holding Since

Mar 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $13,523,304 across 9 Banks - Regional names. PNC ranks #4 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	84,534	$5,105,853
2	MTB	M&T Bank Corp	17,957	$4,273,945
3	WSBC	Wesbanco Inc	48,357	$1,887,373
4	PNC	Pnc Financial Services Group, Inc. This page	2,572	$633,277
5	SFBS	ServisFirst Bancshares, Inc.	5,000	$433,750
6	UMBF	Umb Financial Corp	2,916	$416,288
7	HBAN	Huntington Bancshares Inc /Md/	17,428	$308,998
8	FITB	Fifth Third Bancorp	4,162	$234,611

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$633,277	2,572	-14.2%	Shares	Sole	2026-07-28
2026-03-31	$624,061	2,999	+5.2%	Shares	Sole	2026-05-04
2025-12-31	$594,880	2,850	-0.1%	Shares	Sole	2026-02-05
2025-09-30	$573,253	2,853	-1.7%	Shares	Sole	2025-10-31
2025-06-30	$541,177	2,903	-0.1%	Shares	Sole	2025-08-11
2025-03-31	$510,787	2,906	+3.4%	Shares	Sole	2025-04-29
2024-12-31	$541,908	2,810	+0.4%	Shares	Sole	2025-02-07
2024-09-30	$517,395	2,799	-4.7%	Shares	Sole	2024-11-14
2024-06-30	$456,489	2,936	+0.3%	Shares	Sole	2024-08-09
2024-03-31	$473,003	2,927	+133.6%	Shares	Sole	2024-05-03
2021-03-31	$219,788	1,253	—	Shares	Sole	2021-05-06
No filing history on record for this holder in this stock.