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Equibles

Modera Wealth Management, LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1542143 WESTWOOD, NJ
Back to PNC Full portfolio

Position in PNC

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$35,385,753
+$4,868,106 QoQ
Shares Held
143,716
-2.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#200
of 2,034 holders
Holding Since
Mar 2021
18 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, 2026

Modera Wealth Management, LLC holds $51,733,019 across 12 Banks - Regional names. PNC ranks #1 (68.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
This page 		143,716 $35,385,753
2 TFC
Truist Financial Corp
 220,034 $10,962,093
3 HBAN
Huntington Bancshares Inc /Md/
 72,198 $1,280,070
4 WSFS
Wsfs Financial Corp
 10,373 $795,920
5 FBNC
First Bancorp /Nc/
 12,351 $789,599
6 USB
US Bancorp \De\
 10,965 $662,286
7 BHRB
Burke & Herbert Financial Services Corp.
 8,200 $589,252
8 FCF
First Commonwealth Financial Corp /Pa/
 16,833 $342,214

All Filings in PNC

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $35,385,753 143,716
2026-03-31 $30,517,647 146,656
2025-12-31 $31,557,471 151,188
2025-09-30 $30,659,305 152,587
2025-06-30 $28,910,013 155,080
2025-03-31 $27,331,707 155,497
2024-12-31 $30,175,239 156,470
2024-09-30 $28,303,492 153,116
2024-06-30 $23,907,693 153,767
2024-03-31 $24,930,032 154,270
2023-12-31 $23,877,560 154,198
2023-09-30 $18,987,976 154,663
2023-06-30 $18,725,364 148,673
2022-03-31 $229,824 1,246
2021-12-31 $802,681 4,003
2021-09-30 $241,419 1,234
2021-06-30 $235,397 1,234
2021-03-31 $215,403 1,228