Smith Salley Wealth Management
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1482012
GREENSBORO, NC
Position in PNC
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$16,575,617
+$303,235 QoQ
Shares Held
79,656
+2.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Smith Salley Wealth Management holds $30,631,409 across 8 Banks - Regional names. PNC ranks #1 (54.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
79,656 | $16,575,617 | |
| 2 | FBNC |
First Bancorp /Nc/
|
110,644 | $6,234,789 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
152,909 | $2,393,025 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
|
62,147 | $2,221,133 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
|
757 | $1,426,687 | |
| 6 | TFC |
Truist Financial Corp
|
16,938 | $778,639 | |
| 7 | USB |
US Bancorp De
|
13,563 | $705,411 | |
| 8 | LOB |
Live Oak Bancshares, Inc.
|
8,954 | $296,108 |
All Filings in PNC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||