WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1632972
PLYMOUTH, MN
Position in PNC
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$52,913,957
-$18,118,323 QoQ
Shares Held
254,284
-25.3% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 3.8103065863365373.ToString("F0")%
Shared 0.ToString("F0")%
None 96.18969341366346.ToString("F0")%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Derivatives in PNC
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$425,155
PutShares
2,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $286,432,138 across 124 Banks - Regional names. PNC ranks #1 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
254,284 | $52,913,957 | |
| 2 | USB |
US Bancorp De
|
581,710 | $30,254,737 | |
| 3 | TFC |
Truist Financial Corp
|
597,995 | $27,489,830 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
181,099 | $10,860,507 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
639,846 | $10,013,589 | |
| 6 | EWBC |
East West Bancorp Inc
|
75,385 | $8,048,102 | |
| 7 | MTB |
M&T Bank Corp
|
37,747 | $7,803,059 | |
| 8 | PB |
Prosperity Bancshares Inc
|
98,878 | $6,642,624 |
All Filings in PNC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,913,957 | 254,284 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $71,032,280 | 340,307 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $67,699,143 | 336,929 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $60,825,863 | 326,284 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $48,935,071 | 278,404 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $78,770,546 | 408,455 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $425,155 | 2,300 | Put | Sole | 2024-10-24 | |
| 2024-09-30 | $49,276,388 | 266,575 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $450,892 | 2,900 | Put | Sole | 2024-07-16 | |
| 2024-06-30 | $41,770,168 | 268,653 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $43,215,072 | 267,420 | Shares | Sole | 2024-04-15 | |
| 2024-03-31 | $468,640 | 2,900 | Put | Sole | 2024-04-15 | |
| 2023-12-31 | $40,991,272 | 264,716 | Shares | Sole | 2024-01-30 | |
| 2023-12-31 | $449,065 | 2,900 | Put | Sole | 2024-01-30 | |
| 2023-09-30 | $31,874,406 | 259,627 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $701,415 | 5,569 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $674,138 | 5,304 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $546,788 | 3,462 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,886,631 | 32,704 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $6,086,766 | 38,580 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,889,505 | 10,244 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,965,497 | 9,802 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,897,121 | 9,697 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $629,889 | 3,302 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $584,115 | 3,330 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||