EP Wealth Advisors, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1540569
TORRANCE, CA
Position in PNC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,973,189
+$739,570 QoQ
Shares Held
14,288
+33.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026EP Wealth Advisors, LLC holds $40,210,250 across 58 Banks - Regional names. PNC ranks #3 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
124,033 | $6,450,956 | |
| 2 | UBSI |
United Bankshares Inc/Wv
|
85,640 | $3,547,208 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
This page
|
14,288 | $2,973,189 | |
| 4 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,174 | $2,212,590 | |
| 5 | COLB |
Columbia Banking System, Inc.
|
64,488 | $1,768,905 | |
| 6 | MTB |
M&T Bank Corp
|
5,727 | $1,183,885 | |
| 7 | RF |
Regions Financial Corp
|
45,042 | $1,176,497 | |
| 8 | EWBC |
East West Bancorp Inc
|
10,452 | $1,115,855 |
All Filings in PNC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,973,189 | 14,288 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,233,619 | 10,701 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,602,093 | 8,594 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $835,786 | 4,755 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $891,159 | 4,621 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $946,247 | 5,119 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $579,163 | 3,725 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $538,128 | 3,330 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $509,921 | 3,293 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $348,666 | 2,840 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $5,934,889 | 47,121 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,919,845 | 15,105 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $277,658 | 1,758 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $569,707 | 3,611 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $403,392 | 2,187 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $381,790 | 1,904 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $266,852 | 1,364 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $239,022 | 1,253 | Shares | Sole | 2021-08-24 | |
| No filing history on record for this holder in this stock. | ||||||