Annex Advisory Services, LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1542287 BROOKFIELD, WI

Position in PNC

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$253,360

+$38,612 QoQ

Shares Held

1,029

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#633

of 834 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Annex Advisory Services, LLC holds $5,300,594 across 4 Banks - Regional names. PNC ranks #4 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	36,218	$2,187,567
2	TCBX	Third Coast Bancshares, Inc.	43,273	$1,748,229
3	BFC	Bank First Corp	7,492	$1,111,438
4	PNC	Pnc Financial Services Group, Inc. This page	1,029	$253,360

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$253,360	1,029	-0.3%	Shares	Sole	2026-07-10
2026-03-31	$214,748	1,032	—	Shares	Sole	2026-04-16
No filing history on record for this holder in this stock.