Retirement Planning Group, LLC
PensionPosition in PNC — Pnc Financial Services Group, Inc.
CIK 1508195
LEAWOOD, KS
Position in PNC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,369,968
+$156,596 QoQ
Shares Held
5,564
-4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#842
of 2,021 holders
Holding Since
Sep 2025
4 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, 2026Retirement Planning Group, LLC holds $5,520,044 across 7 Banks - Regional names. PNC ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
758 | $1,577,238 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
This page
|
5,564 | $1,369,968 | |
| 3 | FHB |
First Hawaiian, Inc.
|
28,822 | $844,484 | |
| 4 | TFC |
Truist Financial Corp
|
13,168 | $656,029 | |
| 5 | CARE |
Carter Bankshares, Inc.
|
15,044 | $511,646 | |
| 6 | USB |
US Bancorp \De\
|
5,629 | $339,991 | |
| 7 | FITB |
Fifth Third Bancorp
|
3,915 | $220,688 |
All Filings in PNC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,369,968 | 5,564 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,213,372 | 5,831 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,227,123 | 5,879 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,123,801 | 5,593 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||