Smith Salley Wealth Management
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1482012
GREENSBORO, NC
Position in PNC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$19,920,675
+$3,345,058 QoQ
Shares Held
80,906
+1.6% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#274
of 2,030 holders
Holding Since
Mar 2020
26 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, 2026Smith Salley Wealth Management holds $36,056,137 across 8 Banks - Regional names. PNC ranks #1 (55.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
80,906 | $19,920,675 | |
| 2 | FBNC |
First Bancorp /Nc/
|
110,644 | $7,073,470 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
159,890 | $2,834,849 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
|
62,147 | $2,629,439 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
|
752 | $1,564,754 | |
| 6 | TFC |
Truist Financial Corp
|
17,105 | $852,171 | |
| 7 | USB |
US Bancorp De
|
13,495 | $815,098 | |
| 8 | LOB |
Live Oak Bancshares, Inc.
|
8,954 | $365,681 |
All Filings in PNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,920,675 | 80,906 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $16,575,617 | 79,656 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $16,272,382 | 77,959 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $15,587,747 | 77,578 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $14,001,446 | 75,107 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $12,803,789 | 72,844 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $12,151,092 | 63,008 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $11,544,806 | 62,455 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $9,473,085 | 60,928 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $9,372,476 | 57,998 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $11,435,672 | 73,850 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $8,811,448 | 71,772 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $8,704,530 | 69,111 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,940,594 | 70,343 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $10,942,714 | 69,284 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $10,388,275 | 69,524 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $10,962,647 | 69,485 | Shares | Other | 2022-08-01 | |
| 2022-03-31 | $16,070,390 | 87,126 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $17,202,209 | 85,788 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $16,830,517 | 86,028 | Shares | Other | 2021-11-05 | |
| 2021-06-30 | $16,331,917 | 85,615 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $14,753,383 | 84,108 | Shares | Other | 2021-04-30 | |
| 2020-12-31 | $12,152,887 | 81,563 | Shares | Other | 2021-01-28 | |
| 2020-09-30 | $8,677,833 | 78,954 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $8,270,873 | 78,613 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $7,274,049 | 75,993 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||