Convergence Investment Partners, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1456133
PALM BEACH GARDENS, FL
Position in PNC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,932,570
+$3,169,263 QoQ
Shares Held
28,156
+55.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#169
of 1,200 holders
Holding Since
Mar 2020
19 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, 2026Convergence Investment Partners, LLC holds $34,528,695 across 9 Banks - Regional names. PNC ranks #1 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
28,156 | $6,932,570 | |
| 2 | ZION |
Zions Bancorporation, National Association /Ut/
|
70,623 | $4,886,405 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
63,472 | $4,447,483 | |
| 4 | CATY |
Cathay General Bancorp
|
71,716 | $4,445,674 | |
| 5 | FBP |
First Bancorp /Pr/
|
149,368 | $3,894,023 | |
| 6 | WTFC |
Wintrust Financial Corp
|
23,992 | $3,855,994 | |
| 7 | USB |
US Bancorp De
|
38,044 | $2,297,857 | |
| 8 | FITB |
Fifth Third Bancorp
|
37,273 | $2,101,079 |
All Filings in PNC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,932,570 | 28,156 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,763,307 | 18,085 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,355,075 | 6,492 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,325,736 | 6,598 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,223,474 | 6,563 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,962,823 | 11,167 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,917,627 | 15,129 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,269,958 | 12,280 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $917,021 | 5,898 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,376 | 8,518 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $213 | 1,373 | Shares | Sole | 2024-02-05 | |
| 2022-03-31 | $230,746 | 1,251 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $251,853 | 1,256 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $250,810 | 1,282 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $295,678 | 1,550 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $280,831 | 1,601 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $242,423 | 1,627 | Shares | Sole | 2021-02-05 | |
| 2020-06-30 | $669,135 | 6,360 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $470,750 | 4,918 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||