Circle Wealth Management, LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1578242 SUMMIT, NJ

Position in PNC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$463,139

+$84,624 QoQ

Shares Held

1,881

+3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,300

of 2,021 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Circle Wealth Management, LLC holds $2,529,520 across 4 Banks - Regional names. PNC ranks #3 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NU	Nu Holdings Ltd.	85,491	$1,142,159
2	WBS	Webster Financial Corp	9,470	$723,697
3	PNC	Pnc Financial Services Group, Inc. This page	1,881	$463,139
4	TFC	Truist Financial Corp	4,025	$200,525

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$463,139	1,881	+3.4%	Shares	Sole	2026-08-12
2026-03-31	$378,515	1,819	-3.1%	Shares	Sole	2026-05-12
2025-12-31	$391,786	1,877	+4.3%	Shares	Sole	2026-02-13
2025-09-30	$361,674	1,800	+0.1%	Shares	Sole	2025-11-14
2025-06-30	$335,369	1,799	+15.5%	Shares	Sole	2025-08-14
2025-03-31	$273,673	1,557	+0.6%	Shares	Sole	2025-05-14
2024-12-31	$298,531	1,548	-8.7%	Shares	Sole	2025-02-14
2024-09-30	$313,505	1,696	-5.8%	Shares	Sole	2024-11-14
2024-06-30	$280,019	1,801	-13.5%	Shares	Sole	2024-08-13
2024-03-31	$336,612	2,083	+23.5%	Shares	Sole	2024-05-14
2023-12-31	$261,077	1,686	-88.3%	Shares	Sole	2024-02-15
2023-09-30	$1,775,376	14,461	-43.1%	Shares	Sole	2023-11-15
2023-06-30	$3,199,759	25,405	-0.1%	Shares	Sole	2023-08-11
2023-03-31	$3,233,424	25,440	-17.0%	Shares	Sole	2023-05-09
2022-12-31	$4,843,861	30,669	-0.1%	Shares	Sole	2023-02-13
2022-09-30	$4,588,538	30,709	+0.9%	Shares	Sole	2022-11-14
2022-06-30	$4,800,941	30,430	+3.2%	Shares	Sole	2022-08-12
2022-03-31	$5,439,246	29,489	+4.9%	Shares	Sole	2022-05-16
2021-12-31	$5,637,218	28,113	+6.0%	Shares	Sole	2022-02-14
2021-09-30	$5,190,329	26,530	+0.4%	Shares	Sole	2021-11-12
2021-06-30	$5,041,023	26,426	+2.8%	Shares	Sole	2021-08-16
2021-03-31	$4,508,914	25,705	-25.8%	Shares	Sole	2021-05-17
2020-12-31	$5,164,340	34,660	-2.1%	Shares	Sole	2021-02-18
2020-09-30	$3,892,792	35,418	-1.7%	Shares	Sole	2020-11-16
2020-06-30	$3,789,348	36,017	-5.3%	Shares	Sole	2020-08-14
2020-03-31	$3,640,614	38,034	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.