Chicago Partners Investment Group LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1563525 CHICAGO, IL

Position in PNC

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

Position Value

$2,975,568

+$932,333 QoQ

Shares Held

12,085

+23.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#621

of 2,021 holders

Holding Since

Mar 2023

10 quarters on record

Voting authority Sole 18% Shared 0% None 82%

Financial Services · as of Jun 30, 2026

Chicago Partners Investment Group LLC holds $27,571,147 across 35 Banks - Regional names. PNC ranks #1 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc. This page	12,085	$2,975,568
2	CFG	Citizens Financial Group Inc/Ri	27,861	$1,952,220
3	USB	US Bancorp \De\	25,829	$1,560,071
4	WAL	Western Alliance Bancorporation	18,558	$1,525,467
5	ZION	Zions Bancorporation, National Association /Ut/	19,700	$1,363,043
6	CBSH	Commerce Bancshares Inc /Mo/	20,865	$1,204,953
7	FRME	First Merchants Corp	26,101	$1,140,352
8	TMP	Tompkins Financial Corp	11,964	$1,130,837

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,975,568	12,085	+23.1%	Shares	Sole	2026-07-30
2026-03-31	$2,043,235	9,819	+22.5%	Shares	Sole	2026-05-04
2025-12-31	$1,672,553	8,013	+11.9%	Shares	Sole	2026-01-28
2025-09-30	$1,438,859	7,161	+31.1%	Shares	Sole	2025-10-30
2025-06-30	$1,018,598	5,464	+73.9%	Shares	Sole	2025-07-29
2025-03-31	$552,269	3,142	+13.4%	Shares	Sole	2025-05-09
2024-12-31	$534,387	2,771	+12.2%	Shares	Sole	2025-01-24
2024-09-30	$456,579	2,470	+23.5%	Shares	Sole	2024-10-29
2024-06-30	$310,960	2,000	+0.2%	Shares	Sole	2024-07-31
2023-03-31	$253,818	1,997	—	Shares	Sole	2023-04-26
No filing history on record for this holder in this stock.