Waverly Advisors, LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1568787 BIRMINGHAM, AL

Position in PNC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$13,151,841

+$2,659,111 QoQ

Shares Held

53,415

+5.9% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#333

of 2,030 holders

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Waverly Advisors, LLC holds $101,446,980 across 55 Banks - Regional names. PNC ranks #1 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc. This page	53,415	$13,151,841
2	SFBS	ServisFirst Bancshares, Inc.	272,914	$11,837,644
3	TFC	Truist Financial Corp	205,565	$10,241,248
4	CATY	Cathay General Bancorp	127,894	$7,928,149
5	NRIM	Northrim Bancorp Inc	210,662	$5,843,763
6	FHN	First Horizon Corp	198,859	$5,098,744
7	USB	US Bancorp De	84,243	$5,088,277
8	UCB	United Community Banks Inc	112,521	$3,948,361

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,151,841	53,415	+5.9%	Shares	Sole	2026-08-14
2026-03-31	$10,492,730	50,424	+2.4%	Shares	Sole	2026-05-15
2025-12-31	$10,280,369	49,252	+131.1%	Shares	Sole	2026-02-17
2025-09-30	$4,282,421	21,313	+11.1%	Shares	Sole	2025-11-14
2025-06-30	$3,576,281	19,184	+10.6%	Shares	Sole	2025-08-14
2025-03-31	$3,049,961	17,352	+6.0%	Shares	Sole	2025-05-15
2024-12-31	$3,156,761	16,369	+266.5%	Shares	Sole	2025-02-14
2024-09-30	$825,540	4,466	-1.2%	Shares	Sole	2024-11-14
2024-06-30	$703,080	4,522	+31.9%	Shares	Sole	2024-08-14
2024-03-31	$554,126	3,429	+142.2%	Shares	Sole	2024-05-15
2023-12-31	$219,267	1,416	-3.4%	Shares	Sole	2024-02-14
2021-09-30	$286,808	1,466	+5.5%	Shares	Sole	2021-11-15
2021-06-30	$265,156	1,390	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.