Position in PNC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$688,675
+$106,443 QoQ
Shares Held
2,797
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,117
of 2,021 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SVB WEALTH LLC holds $3,989,735 across 6 Banks - Regional names. PNC ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
93,814 | $2,162,409 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
This page
|
2,797 | $688,675 | |
| 3 | FITB |
Fifth Third Bancorp
|
8,437 | $475,591 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
5,066 | $354,972 | |
| 5 | USB |
US Bancorp \De\
|
3,753 | $226,680 | |
| 6 | LYG |
Lloyds Banking Group plc
|
13,964 | $81,408 |
All Filings in PNC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $688,675 | 2,797 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $582,232 | 2,798 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $664,385 | 3,183 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $672,510 | 3,347 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $647,435 | 3,473 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $1,701,129 | 8,821 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $1,401,806 | 9,016 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,586,265 | 9,816 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,516,136 | 9,791 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,597,728 | 13,014 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,643,143 | 13,046 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,699,580 | 13,372 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,401,950 | 15,208 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,345,296 | 15,696 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,990,267 | 12,615 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $2,339,932 | 12,686 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,687,969 | 13,405 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,735,046 | 13,980 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,413,113 | 12,650 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,582,736 | 14,724 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,139,938 | 14,362 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,609,301 | 14,642 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,493,350 | 14,194 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,434,842 | 14,990 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||