Position in PNC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$734,966
+$120,061 QoQ
Shares Held
2,985
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,091
of 2,021 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, 2026FORBES J M & CO LLP holds $1,422,076 across 2 Banks - Regional names. PNC ranks #1 (51.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
2,985 | $734,966 | |
| 2 | USB |
US Bancorp \De\
|
11,376 | $687,110 |
All Filings in PNC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $734,966 | 2,985 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $614,905 | 2,955 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $616,797 | 2,955 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $593,748 | 2,955 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $541,922 | 2,907 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $587,423 | 3,342 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $639,683 | 3,317 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $613,147 | 3,317 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $515,727 | 3,317 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $536,027 | 3,317 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $495,520 | 3,200 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $392,864 | 3,200 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $456,946 | 3,628 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $461,118 | 3,628 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $573,006 | 3,628 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $542,095 | 3,628 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $618,142 | 3,918 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $704,045 | 3,817 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $762,577 | 3,803 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $688,261 | 3,518 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $696,846 | 3,653 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $640,772 | 3,653 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $545,340 | 3,660 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $402,270 | 3,660 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $385,068 | 3,660 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $350,335 | 3,660 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||