Position in PNC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$872,111
+$128,190 QoQ
Shares Held
3,542
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#252
of 634 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BSW Wealth Partners holds $7,701,840 across 14 Banks - Regional names. PNC ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIB |
Grupo Cibest S.A.
|
12,304 | $977,306 | |
| 2 | IBN |
Icici Bank Ltd
|
33,533 | $973,462 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
This page
|
3,542 | $872,111 | |
| 4 | KB |
KB Financial Group Inc.
|
8,265 | $867,494 | |
| 5 | USB |
US Bancorp \De\
|
13,465 | $813,286 | |
| 6 | WF |
Woori Financial Group Inc.
|
11,640 | $668,136 | |
| 7 | TFC |
Truist Financial Corp
|
11,011 | $548,568 | |
| 8 | FNB |
Fnb Corp/Pa/
|
20,165 | $384,748 |
All Filings in PNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $872,111 | 3,542 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $743,921 | 3,575 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $743,496 | 3,562 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $707,072 | 3,519 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $598,221 | 3,209 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $741,046 | 4,216 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $815,948 | 4,231 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $710,193 | 3,842 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $603,573 | 3,882 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $586,608 | 3,630 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $503,727 | 3,253 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $391,759 | 3,191 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $482,010 | 3,827 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $535,091 | 4,210 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $460,237 | 2,914 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $563,911 | 3,774 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $595,897 | 3,777 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $696,852 | 3,778 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $737,512 | 3,678 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $685,131 | 3,502 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $661,174 | 3,466 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $557,452 | 3,178 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $336,293 | 2,257 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $330,499 | 3,007 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $308,160 | 2,929 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $262,272 | 2,740 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||