Wharton Business Group, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1513126
MALVERN, PA
Position in PNC
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$552,687
-$1,699 QoQ
Shares Held
2,656
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Wharton Business Group, LLC holds $2,985,426 across 5 Banks - Regional names. PNC ranks #3 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STBA |
S&T Bancorp Inc
|
26,262 | $1,098,539 | |
| 2 | MPB |
Mid Penn Bancorp Inc
|
27,108 | $871,793 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
This page
|
2,656 | $552,687 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
4,460 | $256,985 | |
| 5 | FCF |
First Commonwealth Financial Corp /Pa/
|
11,685 | $205,422 |
All Filings in PNC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $552,687 | 2,656 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $554,386 | 2,656 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $533,670 | 2,656 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $495,131 | 2,656 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $466,845 | 2,656 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $512,209 | 2,656 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $490,961 | 2,656 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $263,072 | 1,692 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $429,209 | 2,656 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $411,281 | 2,656 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $326,077 | 2,656 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $334,523 | 2,656 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $337,577 | 2,656 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $419,488 | 2,656 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $396,859 | 2,656 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $419,037 | 2,656 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $489,899 | 2,656 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $532,581 | 2,656 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $506,658 | 2,656 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $465,888 | 2,656 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $395,744 | 2,656 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $291,920 | 2,656 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $279,437 | 2,656 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $254,232 | 2,656 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||