W.G. Shaheen & Associates DBA Whitney & Co

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1577001 ROCHESTER, NY

Position in PNC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,978,377

+$254,352 QoQ

Shares Held

8,035

-3.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#738

of 2,021 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Financial Services · as of Jun 30, 2026

W.G. Shaheen & Associates DBA Whitney & Co holds $3,407,674 across 5 Banks - Regional names. PNC ranks #1 (58.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc. This page	8,035	$1,978,377
2	TMP	Tompkins Financial Corp	5,230	$494,339
3	TFC	Truist Financial Corp	9,177	$457,198
4	MTB	M&T Bank Corp	1,050	$249,910
5	IBOC	International Bancshares Corp	3,000	$227,850

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,978,377	8,035	-3.0%	Shares	Sole	2026-07-28
2026-03-31	$1,724,025	8,285	-4.9%	Shares	Sole	2026-05-05
2025-12-31	$1,818,038	8,710	0.0%	Shares	Sole	2026-01-30
2025-09-30	$1,750,100	8,710	-0.2%	Shares	Sole	2025-11-07
2025-06-30	$1,627,446	8,730	0.0%	Shares	Sole	2025-08-05
2025-03-31	$1,534,472	8,730	0.0%	Shares	Sole	2025-05-06
2024-12-31	$1,683,580	8,730	-1.0%	Shares	Sole	2025-02-04
2024-09-30	$1,629,822	8,817	-1.1%	Shares	Sole	2024-11-07
2024-06-30	$1,386,415	8,917	-1.1%	Shares	Sole	2024-07-30
2024-03-31	$1,457,147	9,017	-13.9%	Shares	Sole	2024-05-08
2023-12-31	$1,621,589	10,472	+0.1%	Shares	Sole	2024-02-13
2023-09-30	$1,284,910	10,466	-2.1%	Shares	Sole	2023-11-08
2023-06-30	$1,346,531	10,691	-13.6%	Shares	Sole	2023-08-14
2023-03-31	$1,572,099	12,369	-6.8%	Shares	Sole	2023-05-03
2022-12-31	$2,095,705	13,269	-6.4%	Shares	Sole	2023-02-03
2022-09-30	$2,117,131	14,169	-2.7%	Shares	Sole	2022-11-09
2022-06-30	$2,296,973	14,559	-0.3%	Shares	Sole	2022-08-05
2022-03-31	$2,694,630	14,609	-6.4%	Shares	Sole	2022-05-13
2021-12-31	$3,130,317	15,611	-1.9%	Shares	Sole	2022-02-11
2021-09-30	$3,112,828	15,911	-1.2%	Shares	Sole	2021-11-12
2021-06-30	$3,071,426	16,101	-70.8%	Shares	Sole	2021-08-13
2021-03-31	$9,687,894	55,230	+1.0%	Shares	Sole	2021-05-11
2020-12-31	$8,151,492	54,708	-20.9%	Shares	Sole	2021-02-10
2020-09-30	$7,597,528	69,125	+107.5%	Shares	Sole	2020-11-13
2020-06-30	$3,505,176	33,316	+2.1%	Shares	Sole	2020-08-13
2020-03-31	$3,124,492	32,642	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.