Avidian Wealth Enterprises, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1471474
HOUSTON, TX
Position in PNC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$762,297
+$161,750 QoQ
Shares Held
3,096
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,070
of 2,021 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $7,399,968 across 10 Banks - Regional names. PNC ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
38,308 | $1,908,504 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
39,590 | $1,717,216 | |
| 3 | USB |
US Bancorp De
|
18,453 | $1,114,561 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
This page
|
3,096 | $762,297 | |
| 5 | FFIN |
First Financial Bankshares Inc
|
16,238 | $561,834 | |
| 6 | FITB |
Fifth Third Bancorp
|
8,980 | $506,202 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
|
2,578 | $398,352 | |
| 8 | HDB |
Hdfc Bank Ltd
|
9,165 | $236,731 |
All Filings in PNC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $762,297 | 3,096 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $600,547 | 2,886 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $512,223 | 2,454 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $439,433 | 2,187 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $357,926 | 1,920 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $354,352 | 2,016 | Shares | Sole | 2025-04-25 | |
| 2023-03-31 | $525,812 | 4,137 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $715,152 | 4,528 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $656,551 | 4,394 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $659,636 | 4,181 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $558,699 | 3,029 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $588,927 | 2,937 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $538,988 | 2,755 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $482,622 | 2,530 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $425,193 | 2,424 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $353,279 | 2,371 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $250,045 | 2,275 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $238,300 | 2,265 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||