Creative Planning
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1540235
OVERLAND PARK, KS
Position in PNC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$34,314,449
+$8,512,539 QoQ
Shares Held
139,365
+12.4% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#200
of 2,021 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Creative Planning holds $942,016,805 across 209 Banks - Regional names. PNC ranks #2 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
834,708 | $50,416,362 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
This page
|
139,365 | $34,314,449 | |
| 3 | KB |
KB Financial Group Inc.
|
298,911 | $31,373,698 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
434,304 | $30,431,680 | |
| 5 | WF |
Woori Financial Group Inc.
|
519,254 | $29,805,179 | |
| 6 | SHG |
Shinhan Financial Group Co Ltd
|
471,068 | $29,795,050 | |
| 7 | FITB |
Fifth Third Bancorp
|
455,485 | $25,675,688 | |
| 8 | TFC |
Truist Financial Corp
|
513,102 | $25,562,741 |
All Filings in PNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,314,449 | 139,365 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $25,801,910 | 123,994 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $22,031,659 | 105,551 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,828,604 | 103,661 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $14,957,594 | 80,236 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $15,736,160 | 89,527 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,124,381 | 83,611 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $14,035,105 | 75,927 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $10,863,686 | 69,872 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $19,292,292 | 119,383 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $9,804,326 | 63,315 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,271,298 | 59,227 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $6,325,082 | 50,219 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $4,517,260 | 35,541 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,367,748 | 33,986 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,791,301 | 32,066 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,738,306 | 30,033 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,102,624 | 27,664 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,972,294 | 24,797 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,091,139 | 26,023 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,437,422 | 28,504 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,436,645 | 25,293 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,995,435 | 26,815 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,913,054 | 26,504 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,781,015 | 26,433 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $3,198,100 | 33,411 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||