Avior Wealth Management, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1599868
OMAHA, NE
Position in PNC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$326,487
+$22,884 QoQ
Shares Held
1,326
-9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,463
of 2,021 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, 2026Avior Wealth Management, LLC holds $4,135,266 across 9 Banks - Regional names. PNC ranks #6 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
41,464 | $955,745 | |
| 2 | ZION |
Zions Bancorporation, National Association /Ut/
|
12,026 | $832,078 | |
| 3 | USB |
US Bancorp De
|
9,364 | $565,585 | |
| 4 | TFC |
Truist Financial Corp
|
9,569 | $476,727 | |
| 5 | ASB |
Associated Banc-Corp
|
14,873 | $457,642 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
This page
|
1,326 | $326,487 | |
| 7 | 6,333 | $249,013 | |||
| 8 | LYG |
Lloyds Banking Group plc
|
26,128 | $152,326 |
All Filings in PNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,487 | 1,326 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $303,603 | 1,459 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $284,707 | 1,364 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $274,872 | 1,368 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $226,127 | 1,213 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $204,068 | 1,161 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $267,868 | 1,389 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $264,520 | 1,431 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $862,758 | 5,549 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $858,742 | 5,314 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $797,942 | 5,153 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $679,163 | 5,532 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $697,888 | 5,541 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $702,990 | 5,531 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $556,738 | 3,525 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $364,435 | 2,439 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $212,358 | 1,346 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $248,269 | 1,346 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $370,159 | 1,846 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $361,151 | 1,846 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $384,190 | 2,014 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $335,559 | 1,913 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $493,637 | 3,313 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $363,912 | 3,311 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $443,039 | 4,211 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $460,126 | 4,807 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||