MONTGOMERY INVESTMENT MANAGEMENT INC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1272544 ROCKVILLE, MD

Position in PNC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,538,427

+$547,966 QoQ

Shares Held

14,371

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.17%

of 13F equity value

Holder Rank

#561

of 2,021 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Financial Services · as of Jun 30, 2026

MONTGOMERY INVESTMENT MANAGEMENT INC holds $22,346,052 across 5 Banks - Regional names. PNC ranks #2 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	317,013	$15,793,587
2	PNC	Pnc Financial Services Group, Inc. This page	14,371	$3,538,427
3	PNFP	Pinnacle Financial Partners, Inc.	24,918	$2,513,727
4	RF	Regions Financial Corp	8,899	$268,749
5	AUB	Atlantic Union Bankshares Corp	5,473	$231,562

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,538,427	14,371	0.0%	Shares	Sole	2026-07-15
2026-03-31	$2,990,461	14,371	0.0%	Shares	Sole	2026-04-22
2025-12-31	$2,999,658	14,371	0.0%	Shares	Sole	2026-01-16
2025-09-30	$2,887,565	14,371	0.0%	Shares	Sole	2025-10-17
2025-06-30	$2,679,041	14,371	0.0%	Shares	Sole	2025-07-18
2025-03-31	$2,525,990	14,371	0.0%	Shares	Sole	2025-05-06
2024-12-31	$2,771,447	14,371	0.0%	Shares	Sole	2025-01-27
2024-09-30	$2,656,479	14,371	0.0%	Shares	Sole	2024-10-24
2024-06-30	$2,234,403	14,371	0.0%	Shares	Sole	2024-07-12
2024-03-31	$2,322,353	14,371	-15.8%	Shares	Sole	2024-05-02
2023-12-31	$2,643,444	17,071	0.0%	Shares	Defined	2024-01-29
2023-09-30	$2,095,806	17,071	-1.7%	Shares	Defined	2023-10-27
2023-06-30	$2,187,877	17,371	0.0%	Shares	Defined	2023-08-02
2023-03-31	$2,207,854	17,371	0.0%	Shares	Defined	2023-05-08
2022-12-31	$2,743,575	17,371	0.0%	Shares	Defined	2023-01-31
2022-09-30	$2,595,574	17,371	0.0%	Shares	Defined	2022-10-27
2022-06-30	$2,740,622	17,371	0.0%	Shares	Defined	2022-08-04
2022-03-31	$3,204,080	17,371	0.0%	Shares	Defined	2022-05-02
2021-12-31	$3,483,232	17,371	-0.6%	Shares	Defined	2022-01-25
2021-09-30	$3,418,026	17,471	0.0%	Shares	Defined	2021-11-03
2021-06-30	$3,332,767	17,471	-0.3%	Shares	Defined	2021-08-13
2021-03-31	$3,073,358	17,521	0.0%	Shares	Defined	2021-04-28
2020-12-31	$2,610,629	17,521	0.0%	Shares	Defined	2021-02-09
2020-09-30	$1,925,733	17,521	-5.7%	Shares	Defined	2020-11-06
2020-06-30	$1,953,854	18,571	+3.3%	Shares	Defined	2020-08-12
2020-03-31	$1,720,184	17,971	—	Shares	Defined	2020-04-28
No filing history on record for this holder in this stock.