Ascent Wealth Partners, LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1546865 NEW HARTFORD, NY

Position in PNC

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$506,720

+$78,471 QoQ

Shares Held

2,058

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,257

of 2,018 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ascent Wealth Partners, LLC holds $1,813,948 across 4 Banks - Regional names. PNC ranks #2 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp	3,353	$798,047
2	PNC	Pnc Financial Services Group, Inc. This page	2,058	$506,720
3	CBU	Community Financial System, Inc.	3,840	$257,740
4	NBTB	Nbt Bancorp Inc	5,093	$251,441

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$506,720	2,058	0.0%	Shares	Sole	2026-07-31
2026-03-31	$428,249	2,058	+2.9%	Shares	Sole	2026-05-06
2025-12-31	$417,460	2,000	0.0%	Shares	Sole	2026-02-02
2025-09-30	$401,860	2,000	0.0%	Shares	Sole	2025-10-21
2025-06-30	$372,840	2,000	-50.0%	Shares	Sole	2025-08-12
2025-03-31	$703,080	4,000	+100.0%	Shares	Sole	2025-05-02
2024-12-31	$385,700	2,000	0.0%	Shares	Sole	2025-02-04
2023-09-30	$245,540	2,000	0.0%	Shares	Sole	2023-10-20
2022-06-30	$315,540	2,000	0.0%	Shares	Sole	2022-08-10
2022-03-31	$368,900	2,000	-1.3%	Shares	Sole	2022-05-02
2021-09-30	$396,366	2,026	-1.4%	Shares	Sole	2021-11-01
2021-06-30	$392,011	2,055	0.0%	Shares	Sole	2021-07-30
2021-03-31	$360,467	2,055	+2.8%	Shares	Sole	2021-04-26
2020-12-31	$298,000	2,000	0.0%	Shares	Sole	2021-02-02
2020-09-30	$219,820	2,000	0.0%	Shares	Sole	2020-10-22
2020-06-30	$210,420	2,000	-5.9%	Shares	Sole	2020-07-21
2020-03-31	$203,405	2,125	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.