Position in PNC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$940,806
+$152,562 QoQ
Shares Held
3,821
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#989
of 2,021 holders
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Valmark Advisers, Inc. holds $7,509,229 across 9 Banks - Regional names. PNC ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
6,634 | $1,578,958 | |
| 2 | FITB |
Fifth Third Bancorp
|
18,685 | $1,053,273 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
This page
|
3,821 | $940,806 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
52,674 | $933,910 | |
| 5 | USB |
US Bancorp \De\
|
15,061 | $909,684 | |
| 6 | KEY |
Keycorp /New/
|
33,954 | $782,639 | |
| 7 | SBFG |
Sb Financial Group, Inc.
|
23,083 | $583,307 | |
| 8 | TFC |
Truist Financial Corp
|
10,301 | $513,195 |
All Filings in PNC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $940,806 | 3,821 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $788,244 | 3,788 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $814,464 | 3,902 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $794,276 | 3,953 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $743,629 | 3,989 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $701,498 | 3,991 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $773,328 | 4,010 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $730,896 | 3,954 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $554,908 | 3,569 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $545,884 | 3,378 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $520,605 | 3,362 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $418,522 | 3,409 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $429,363 | 3,409 | Shares | Sole | 2023-08-03 | |
| 2021-09-30 | $234,768 | 1,200 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $235,397 | 1,234 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $214,351 | 1,222 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||