Baker Avenue Asset Management, LP

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1432529 SAN FRANCISCO, CA

Position in PNC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$9,280,524

+$2,051,894 QoQ

Shares Held

37,692

+8.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#382

of 2,021 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 75% Shared 0% None 25%

Financial Services · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $17,871,932 across 20 Banks - Regional names. PNC ranks #1 (51.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc. This page	37,692	$9,280,524
2	CFG	Citizens Financial Group Inc/Ri	12,910	$904,603
3	AUB	Atlantic Union Bankshares Corp	19,111	$808,586
4	WTBA	West Bancorporation Inc	26,866	$712,754
5	FHB	First Hawaiian, Inc.	23,169	$678,851
6	ZION	Zions Bancorporation, National Association /Ut/	9,324	$645,127
7	MTB	M&T Bank Corp	2,696	$641,674
8	USB	US Bancorp \De\	9,553	$577,001

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,280,524	37,692	+8.5%	Shares	Sole	2026-07-28
2026-03-31	$7,228,630	34,738	+5.4%	Shares	Sole	2026-05-12
2025-12-31	$6,879,114	32,957	+5.8%	Shares	Sole	2026-02-10
2025-09-30	$6,259,572	31,153	+7.6%	Shares	Sole	2025-10-31
2025-06-30	$5,398,536	28,959	+1.2%	Shares	Sole	2025-08-13
2025-03-31	$5,030,888	28,622	+10.4%	Shares	Sole	2025-05-08
2024-12-31	$4,998,864	25,921	+0.6%	Shares	Sole	2025-02-14
2024-09-30	$4,761,551	25,759	+1.4%	Shares	Sole	2024-11-04
2024-06-30	$3,951,368	25,414	-0.5%	Shares	Sole	2024-08-08
2024-03-31	$4,125,486	25,529	+7.4%	Shares	Sole	2024-05-13
2023-09-30	$2,916,892	23,759	+5.2%	Shares	Sole	2023-11-15
2023-06-30	$2,845,462	22,592	+11252.8%	Shares	Sole	2023-08-14
2023-03-31	$25,292	199	-56.7%	Shares	Sole	2023-05-16
2022-12-31	$72,652	460	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.