Position in PNC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$246,712
+$25,513 QoQ
Shares Held
1,002
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,626
of 2,021 holders
Holding Since
Dec 2020
21 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, 2026Plancorp, LLC holds $12,610,712 across 7 Banks - Regional names. PNC ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFSC |
Enterprise Financial Services Corp
|
87,704 | $5,777,939 | |
| 2 | CBSH |
Commerce Bancshares Inc /Mo/
|
54,237 | $3,132,186 | |
| 3 | USB |
US Bancorp \De\
|
41,705 | $2,518,982 | |
| 4 | MTB |
M&T Bank Corp
|
1,958 | $466,023 | |
| 5 | RF |
Regions Financial Corp
|
8,554 | $258,330 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
This page
|
1,002 | $246,712 | |
| 7 | BOTJ |
Bank Of The James Financial Group Inc
|
8,250 | $210,540 |
All Filings in PNC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,712 | 1,002 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $221,199 | 1,063 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $461,762 | 2,477 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $429,933 | 2,446 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $467,275 | 2,423 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $430,885 | 2,331 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $352,939 | 2,270 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $365,054 | 2,259 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $346,244 | 2,236 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $281,879 | 2,296 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $271,422 | 2,155 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $258,267 | 2,032 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $330,568 | 2,093 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $307,506 | 2,058 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $340,625 | 2,159 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $381,258 | 2,067 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $416,279 | 2,076 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $398,127 | 2,035 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $382,092 | 2,003 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $353,451 | 2,015 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $300,235 | 2,015 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||