ProVise Management Group, LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1305707 CLEARWATER, FL

Position in PNC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$541,930

+$83,924 QoQ

Shares Held

2,201

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,222

of 2,021 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ProVise Management Group, LLC holds $6,394,239 across 6 Banks - Regional names. PNC ranks #2 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLY	Valley National Bancorp	327,018	$4,790,813
2	PNC	Pnc Financial Services Group, Inc. This page	2,201	$541,930
3	SSB	SouthState Bank Corp	5,146	$514,085
4	TFC	Truist Financial Corp	4,076	$203,066
5	FNB	Fnb Corp/Pa/	10,283	$196,199
6	LYG	Lloyds Banking Group plc	25,411	$148,146

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$541,930	2,201	0.0%	Shares	Sole	2026-08-03
2026-03-31	$458,006	2,201	+2.1%	Shares	Sole	2026-05-07
2025-12-31	$450,021	2,156	+22.8%	Shares	Sole	2026-01-29
2025-09-30	$352,833	1,756	0.0%	Shares	Sole	2025-11-13
2025-06-30	$327,353	1,756	0.0%	Shares	Sole	2025-08-08
2025-03-31	$308,652	1,756	+39.8%	Shares	Sole	2025-05-08
2024-12-31	$242,219	1,256	-6.1%	Shares	Sole	2025-02-11
2024-09-30	$247,144	1,337	+6.4%	Shares	Sole	2024-11-12
2024-03-31	$202,969	1,256	-0.6%	Shares	Sole	2024-05-09
2022-03-31	$233,144	1,264	+0.2%	Shares	Sole	2022-04-27
2021-12-31	$253,056	1,262	0.0%	Shares	Sole	2022-01-18
2021-09-30	$246,897	1,262	0.0%	Shares	Sole	2021-10-20
2021-06-30	$240,739	1,262	-0.8%	Shares	Sole	2021-08-06
2021-03-31	$223,121	1,272	—	Shares	Sole	2021-04-22
No filing history on record for this holder in this stock.