ATWOOD & PALMER INC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1044929
KANSAS CITY, MO
Position in PNC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,119,316
+$170,842 QoQ
Shares Held
4,546
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#308
of 834 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ATWOOD & PALMER INC holds $63,940,048 across 12 Banks - Regional names. PNC ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
838,806 | $47,283,494 | |
| 2 | CBC |
Central Bancompany, Inc.
|
282,050 | $8,568,679 | |
| 3 | CBSH |
Commerce Bancshares Inc /Mo/
|
71,288 | $4,116,882 | |
| 4 | UMBF |
Umb Financial Corp
|
9,166 | $1,308,538 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
This page
|
4,546 | $1,119,316 | |
| 6 | USB |
US Bancorp De
|
11,798 | $712,599 | |
| 7 | RF |
Regions Financial Corp
|
18,500 | $558,700 | |
| 8 | EFSC |
Enterprise Financial Services Corp
|
2,460 | $162,064 |
All Filings in PNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,119,316 | 4,546 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $948,474 | 4,558 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $948,886 | 4,546 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $913,427 | 4,546 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $847,465 | 4,546 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $799,050 | 4,546 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $876,696 | 4,546 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $831,825 | 4,500 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $701,681 | 4,513 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $737,380 | 4,563 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $706,580 | 4,563 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $15,329,921 | 124,867 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $15,777,378 | 125,267 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $15,890,550 | 125,024 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $19,641,892 | 124,363 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $18,192,034 | 121,751 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $18,738,500 | 118,771 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $22,662,264 | 122,864 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $24,872,500 | 124,040 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $24,288,901 | 124,151 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $23,670,454 | 124,085 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $26,748,797 | 152,493 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $22,959,410 | 154,090 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $16,862,612 | 153,422 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $16,164,569 | 153,641 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $14,711,589 | 153,694 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||