Dakota Wealth Management
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1631353
PALM BEACH GARDENS, FL
Position in PNC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$874,327
+$28,650 QoQ
Shares Held
3,551
-12.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,017
of 2,021 holders
Holding Since
Jun 2022
17 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, 2026Dakota Wealth Management holds $16,391,645 across 15 Banks - Regional names. PNC ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
56,256 | $3,941,857 | |
| 2 | TFC |
Truist Financial Corp
|
63,717 | $3,174,380 | |
| 3 | USB |
US Bancorp \De\
|
31,731 | $1,916,552 | |
| 4 | GBCI |
Glacier Bancorp, Inc.
|
32,070 | $1,654,170 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
This page
|
3,551 | $874,327 | |
| 6 | EWBC |
East West Bancorp Inc
|
6,364 | $821,528 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
21,055 | $674,812 | |
| 8 | CBSH |
Commerce Bancshares Inc /Mo/
|
10,955 | $632,651 |
All Filings in PNC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $874,327 | 3,551 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $845,677 | 4,064 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $791,921 | 3,794 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $370,916 | 1,846 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $615,931 | 3,304 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $558,948 | 3,180 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $801,098 | 4,154 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $773,782 | 4,186 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $616,944 | 3,968 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $710,555 | 4,397 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $7,457,111 | 48,157 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $652,398 | 5,314 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $669,423 | 5,315 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $715,191 | 5,627 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $713,888 | 4,520 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $587,369 | 3,931 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $350,091 | 2,219 | Shares | Other | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||