B. Riley Wealth Advisors, Inc.
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1464811
MEMPHIS, TN
Position in PNC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$700,495
+$100,572 QoQ
Shares Held
2,845
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,107
of 2,021 holders
Holding Since
Mar 2020
25 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, 2026B. Riley Wealth Advisors, Inc. holds $4,407,479 across 9 Banks - Regional names. PNC ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
19,296 | $1,165,478 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
This page
|
2,845 | $700,495 | |
| 3 | SFNC |
Simmons First National Corp
|
26,496 | $600,134 | |
| 4 | KEY |
Keycorp /New/
|
22,502 | $518,671 | |
| 5 | RF |
Regions Financial Corp
|
16,932 | $511,346 | |
| 6 | MTB |
M&T Bank Corp
|
1,725 | $410,567 | |
| 7 | TFC |
Truist Financial Corp
|
4,330 | $215,720 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
103 | $214,321 |
All Filings in PNC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $700,495 | 2,845 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $599,923 | 2,883 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $958,905 | 4,594 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,012,888 | 5,041 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $962,859 | 5,165 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $1,845,767 | 9,571 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $1,919,482 | 10,384 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $1,774,026 | 11,410 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $2,222,808 | 13,755 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,882,821 | 12,159 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $1,688,701 | 13,755 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $1,610,396 | 12,786 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,707,588 | 13,435 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,175,781 | 13,776 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $2,038,834 | 13,645 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $2,166,653 | 13,733 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $2,681,715 | 14,539 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $3,370,941 | 16,811 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $3,144,521 | 16,073 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $3,021,447 | 15,839 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $2,976,004 | 16,966 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,670,737 | 11,213 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $1,510,052 | 13,739 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $1,303,235 | 12,387 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $1,259,866 | 13,162 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||