GeoWealth Management, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1593387
CHICAGO, IL
Position in PNC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$730,534
+$53,202 QoQ
Shares Held
2,967
-8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,095
of 2,018 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 5%
Shared 3%
None 92%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $10,350,070 across 20 Banks - Regional names. PNC ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
37,807 | $1,276,364 | |
| 2 | NWG |
NatWest Group plc
|
72,046 | $1,270,170 | |
| 3 | FITB |
Fifth Third Bancorp
|
15,788 | $889,969 | |
| 4 | HBCP |
Home Bancorp, Inc.
|
12,532 | $858,692 | |
| 5 | TFC |
Truist Financial Corp
|
15,955 | $794,878 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
This page
|
2,967 | $730,534 | |
| 7 | LYG |
Lloyds Banking Group plc
|
102,196 | $595,802 | |
| 8 | MTB |
M&T Bank Corp
|
2,492 | $593,120 |
All Filings in PNC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $730,534 | 2,967 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $677,332 | 3,255 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $713,230 | 3,417 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $790,056 | 3,932 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $689,754 | 3,700 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $904,863 | 5,148 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,062,217 | 5,508 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $878,592 | 4,753 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $747,858 | 4,810 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $738,027 | 4,567 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $577,900 | 3,732 | Shares | Other | 2024-02-13 | |
| 2021-12-31 | $8,020 | 40 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||