Pinnacle Wealth Management Advisory Group, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1631864
RED BANK, NJ
Position in PNC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,050,665
+$457,448 QoQ
Shares Held
12,390
-0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#613
of 2,021 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $8,257,344 across 16 Banks - Regional names. PNC ranks #1 (36.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
12,390 | $3,050,665 | |
| 2 | USB |
US Bancorp \De\
|
12,594 | $760,677 | |
| 3 | UCB |
United Community Banks Inc
|
14,413 | $505,752 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,010 | $505,408 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
5,968 | $418,177 | |
| 6 | FITB |
Fifth Third Bancorp
|
7,101 | $400,283 | |
| 7 | FBNC |
First Bancorp /Nc/
|
5,795 | $370,474 | |
| 8 | AUB |
Atlantic Union Bankshares Corp
|
7,977 | $337,506 |
All Filings in PNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,050,665 | 12,390 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,593,217 | 12,462 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,618,517 | 12,545 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,922,498 | 9,568 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,842,761 | 9,885 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,774,925 | 10,098 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,989,440 | 10,316 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,935,379 | 10,470 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,661,770 | 10,688 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,746,411 | 10,807 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,737,881 | 11,223 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,609,514 | 13,110 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,614,301 | 12,817 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,624,210 | 12,779 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,287,129 | 14,481 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,266,850 | 15,171 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,353,612 | 14,918 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,548,545 | 13,817 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,714,439 | 13,537 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,498,518 | 12,771 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,393,274 | 12,546 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,130,705 | 12,147 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,803,794 | 12,106 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,298,147 | 11,811 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,254,208 | 11,921 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $814,194 | 8,506 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||