WHALEROCK POINT PARTNERS, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1389709
West Palm Beach, FL
Position in PNC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$524,202
+$81,179 QoQ
Shares Held
2,129
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,238
of 2,018 holders
Holding Since
Sep 2020
24 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, 2026WHALEROCK POINT PARTNERS, LLC holds $885,535 across 2 Banks - Regional names. PNC ranks #1 (59.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
2,129 | $524,202 | |
| 2 | EBC |
Eastern Bankshares, Inc.
|
16,247 | $361,333 |
All Filings in PNC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,202 | 2,129 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $443,023 | 2,129 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $444,386 | 2,129 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $427,779 | 2,129 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $396,888 | 2,129 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $374,214 | 2,129 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $410,577 | 2,129 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $393,545 | 2,129 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $331,016 | 2,129 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $344,046 | 2,129 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $329,675 | 2,129 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $261,377 | 2,129 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $268,147 | 2,129 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $263,478 | 2,073 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $327,409 | 2,073 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $309,747 | 2,073 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $327,057 | 2,073 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $382,364 | 2,073 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $415,677 | 2,073 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $405,561 | 2,073 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $395,445 | 2,073 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $363,624 | 2,073 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $308,877 | 2,073 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $23,520 | 214 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||