RKL Wealth Management LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1604723
LANCASTER, PA
Position in PNC
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$952,011
+$83,069 QoQ
Shares Held
4,575
+9.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026RKL Wealth Management LLC holds $7,114,718 across 9 Banks - Regional names. PNC ranks #4 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPB |
Mid Penn Bancorp Inc
|
55,230 | $1,776,196 | |
| 2 | FULT |
Fulton Financial Corp
|
50,005 | $1,017,101 | |
| 3 | MTB |
M&T Bank Corp
|
4,625 | $956,080 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
This page
|
4,575 | $952,011 | |
| 5 | TFC |
Truist Financial Corp
|
14,749 | $678,011 | |
| 6 | ACNB |
Acnb Corp
|
13,405 | $641,697 | |
| 7 | FRAF |
Franklin Financial Services Corp /Pa/
|
9,229 | $471,417 | |
| 8 | ORRF |
Orrstown Financial Services Inc
|
12,594 | $454,391 |
All Filings in PNC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $952,011 | 4,575 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $868,942 | 4,163 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $829,439 | 4,128 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $769,541 | 4,128 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $625,565 | 3,559 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $686,353 | 3,559 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $731,821 | 3,959 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $539,360 | 3,469 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $562,044 | 3,478 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $537,019 | 3,468 | Shares | Sole | 2024-01-25 | |
| 2022-03-31 | $219,311 | 1,189 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||