Modera Wealth Management, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1542143
WESTWOOD, NJ
Position in PNC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$30,517,647
-$1,039,824 QoQ
Shares Held
146,656
-3.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
17 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 Mar 31, 2026Modera Wealth Management, LLC holds $45,732,169 across 12 Banks - Regional names. PNC ranks #1 (66.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
146,656 | $30,517,647 | |
| 2 | TFC |
Truist Financial Corp
|
226,430 | $10,408,987 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
73,045 | $1,143,154 | |
| 4 | FBNC |
First Bancorp /Nc/
|
12,227 | $688,991 | |
| 5 | WSFS |
Wsfs Financial Corp
|
10,214 | $668,608 | |
| 6 | USB |
US Bancorp De
|
11,818 | $614,654 | |
| 7 | BHRB |
Burke & Herbert Financial Services Corp.
|
7,200 | $448,488 | |
| 8 | FVCB |
FVCBankcorp, Inc.
|
21,438 | $325,643 |
All Filings in PNC
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,517,647 | 146,656 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $31,557,471 | 151,188 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $30,659,305 | 152,587 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $28,910,013 | 155,080 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $27,331,707 | 155,497 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $30,175,239 | 156,470 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $28,303,492 | 153,116 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $23,907,693 | 153,767 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $24,930,032 | 154,270 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $23,877,560 | 154,198 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $18,987,976 | 154,663 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $18,725,364 | 148,673 | Shares | Sole | 2023-08-07 | |
| 2022-03-31 | $229,824 | 1,246 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $802,681 | 4,003 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $241,419 | 1,234 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $235,397 | 1,234 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $215,403 | 1,228 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||