Joel Isaacson & Co., LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1599330
NEW YORK, NY
Position in PNC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$11,942,162
+$1,726,192 QoQ
Shares Held
48,502
-1.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#342
of 1,995 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Joel Isaacson & Co., LLC holds $16,046,934 across 6 Banks - Regional names. PNC ranks #1 (74.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
48,502 | $11,942,162 | |
| 2 | HAPN |
Happen, Inc.
|
120,301 | $2,495,042 | |
| 3 | MTB |
M&T Bank Corp
|
2,544 | $605,497 | |
| 4 | MCB |
Metropolitan Bank Holding Corp.
|
4,868 | $480,763 | |
| 5 | TFC |
Truist Financial Corp
|
5,713 | $284,621 | |
| 6 | BBT |
Beacon Financial Corp
|
7,844 | $238,849 |
All Filings in PNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,942,162 | 48,502 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $10,215,970 | 49,094 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $10,302,286 | 49,357 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $9,917,302 | 49,357 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $9,201,131 | 49,357 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $8,529,063 | 48,524 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $9,366,145 | 48,567 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $8,778,711 | 47,491 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $7,268,068 | 46,746 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $7,904,825 | 48,916 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,585,017 | 48,983 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,013,642 | 48,983 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $6,169,408 | 48,983 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $6,258,785 | 49,243 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $7,784,388 | 49,287 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $7,424,231 | 49,687 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $667,051 | 4,228 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $800,697 | 4,341 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $862,837 | 4,303 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $838,121 | 4,284 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $769,525 | 4,034 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $654,980 | 3,734 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $533,718 | 3,582 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $393,697 | 3,582 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $376,862 | 3,582 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $301,039 | 3,145 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||