WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1632972
PLYMOUTH, MN
Position in PNC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$71,655,190
+$18,741,233 QoQ
Shares Held
291,021
+14.4% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#121
of 2,021 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
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
$17,300
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 Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $416,678,715 across 152 Banks - Regional names. PNC ranks #1 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
291,021 | $71,655,190 | |
| 2 | USB |
US Bancorp \De\
|
582,496 | $35,182,758 | |
| 3 | TFC |
Truist Financial Corp
|
606,292 | $30,205,467 | |
| 4 | MTB |
M&T Bank Corp
|
84,778 | $20,178,011 | |
| 5 | BPOP |
Popular, Inc.
|
87,108 | $14,301,391 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
198,819 | $13,931,247 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
737,223 | $13,070,963 | |
| 8 | EWBC |
East West Bancorp Inc
|
82,955 | $10,708,660 |
All Filings in PNC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,655,190 | 291,021 | Shares | Sole | 2026-07-15 | |
| 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 | |
| 2024-09-30 | $17,300 | 2,300 | Put | Sole | 2024-10-24 | |
| 2024-09-30 | $49,276,388 | 266,575 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,218 | 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 | $2,900 | 2,900 | Put | Sole | 2024-04-15 | |
| 2023-12-31 | $40,991,272 | 264,716 | Shares | Sole | 2024-01-30 | |
| 2023-12-31 | $6,322 | 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. | ||||||