Welch & Forbes LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 105495 Boston, MA

Position in PNC

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

Position Value

$2,344,014

+$384,015 QoQ

Shares Held

9,520

+1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#696

of 2,018 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

Welch & Forbes LLC holds $5,769,939 across 5 Banks - Regional names. PNC ranks #1 (40.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc. This page	9,520	$2,344,014
2	USB	US Bancorp De	24,552	$1,482,940
3	TFC	Truist Financial Corp	19,990	$995,901
4	MTB	M&T Bank Corp	2,058	$489,824
5	SMBC	Southern Missouri Bancorp, Inc.	6,000	$457,260

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,344,014	9,520	+1.1%	Shares	Sole	2026-07-30
2026-03-31	$1,959,999	9,419	+3.9%	Shares	Sole	2026-05-01
2025-12-31	$1,892,972	9,069	+3.8%	Shares	Sole	2026-02-10
2025-09-30	$1,756,329	8,741	0.0%	Shares	Sole	2025-11-04
2025-06-30	$1,629,497	8,741	-1.2%	Shares	Sole	2025-08-05
2025-03-31	$1,554,861	8,846	+0.4%	Shares	Sole	2025-05-02
2024-12-31	$1,699,394	8,812	+6.1%	Shares	Sole	2025-02-07
2024-09-30	$1,535,548	8,307	+1.2%	Shares	Sole	2024-11-04
2024-06-30	$1,275,868	8,206	+2.6%	Shares	Sole	2024-08-02
2024-03-31	$1,292,476	7,998	-22.9%	Shares	Sole	2024-05-03
2023-12-31	$1,606,259	10,373	0.0%	Shares	Sole	2024-02-06
2023-09-30	$1,273,493	10,373	0.0%	Shares	Sole	2023-11-03
2023-06-30	$1,306,479	10,373	-0.4%	Shares	Sole	2023-07-28
2023-03-31	$1,324,000	10,417	-1.2%	Shares	Sole	2023-04-14
2022-12-31	$1,665,003	10,542	-0.9%	Shares	Sole	2023-02-02
2022-09-30	$1,590,277	10,643	-1.3%	Shares	Sole	2022-10-31
2022-06-30	$1,701,076	10,782	+0.9%	Shares	Sole	2022-07-22
2022-03-31	$1,970,110	10,681	-1.2%	Shares	Sole	2022-04-25
2021-12-31	$2,166,819	10,806	+11.6%	Shares	Sole	2022-01-19
2021-09-30	$1,894,577	9,684	0.0%	Shares	Sole	2021-10-13
2021-06-30	$1,847,319	9,684	0.0%	Shares	Sole	2021-07-22
2021-03-31	$1,698,670	9,684	-0.2%	Shares	Sole	2021-04-14
2020-12-31	$1,445,896	9,704	0.0%	Shares	Sole	2021-01-20
2020-09-30	$1,066,566	9,704	+0.4%	Shares	Sole	2020-10-23
2020-06-30	$1,017,170	9,668	-11.9%	Shares	Sole	2020-07-15
2020-03-31	$1,049,952	10,969	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.