Heritage Wealth Advisors
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1591122
RICHMOND, VA
Position in PNC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$398,492
+$653 QoQ
Shares Held
1,915
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Heritage Wealth Advisors holds $3,914,246 across 13 Banks - Regional names. PNC ranks #4 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
36,076 | $1,658,413 | |
| 2 | AUB |
Atlantic Union Bankshares Corp
|
21,089 | $753,720 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
13,292 | $550,554 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
This page
|
1,915 | $398,492 | |
| 5 | BRBS |
Blue Ridge Bankshares, Inc.
|
72,588 | $304,869 | |
| 6 | RF |
Regions Financial Corp
|
3,437 | $89,774 | |
| 7 | CHCO |
City Holding Co
|
415 | $49,600 | |
| 8 | LNKB |
LINKBANCORP, Inc.
|
4,938 | $41,182 |
All Filings in PNC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $398,492 | 1,915 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $397,839 | 1,906 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $388,397 | 1,933 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $360,349 | 1,933 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $334,666 | 1,904 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $373,164 | 1,935 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $356,945 | 1,931 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $33,708,530 | 216,803 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $33,730,768 | 208,730 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $31,679,522 | 204,582 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $25,026,541 | 203,849 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $114,614 | 910 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $115,661 | 910 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $206,111 | 1,305 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $194,993 | 1,305 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $280,515 | 1,778 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $233,882 | 1,268 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $254,259 | 1,268 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $248,071 | 1,268 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $241,883 | 1,268 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $367,133 | 2,093 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $252,257 | 1,693 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $37,699 | 343 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $36,087 | 343 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $42,403 | 443 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||