Position in PNC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$302,850
+$69,998 QoQ
Shares Held
1,230
+9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,504
of 2,021 holders
Holding Since
Jun 2021
10 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, 2026Wealthquest Corp holds $3,202,347 across 4 Banks - Regional names. PNC ranks #4 (9.5% of the industry book) .
All Filings in PNC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,850 | 1,230 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $232,852 | 1,119 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $233,568 | 1,119 | Shares | Sole | 2026-02-09 | |
| 2025-06-30 | $209,349 | 1,123 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $227,755 | 1,181 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $218,307 | 1,181 | Shares | Sole | 2024-11-21 | |
| 2022-03-31 | $223,368 | 1,211 | Shares | Sole | 2022-08-18 | |
| 2021-12-31 | $242,829 | 1,211 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $211,291 | 1,080 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $206,020 | 1,080 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||