Position in PNC
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$180,622
-$40,848 QoQ
Shares Held
868
-31.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
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 Mar 31, 2026USA FINANCIAL FORMULAS holds $856,096 across 7 Banks - Regional names. PNC ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
9,385 | $188,169 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
This page
|
868 | $180,622 | |
| 3 | TFC |
Truist Financial Corp
|
3,841 | $176,570 | |
| 4 | FITB |
Fifth Third Bancorp
|
3,690 | $171,437 | |
| 5 | VLY |
Valley National Bancorp
|
6,269 | $76,983 | |
| 6 | CLBK |
Columbia Financial, Inc.
|
2,486 | $43,529 | |
| 7 | BKU |
BankUnited, Inc.
|
416 | $18,786 |
All Filings in PNC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $180,622 | 868 | Shares | Sole | 2026-04-14 | |
| 2025-03-31 | $221,470 | 1,260 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $775,257 | 4,020 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $237,901 | 1,287 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $185,954 | 1,196 | Shares | Sole | 2024-07-12 | |
| 2023-12-31 | $1,393 | 9 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,104 | 9 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $1,133 | 9 | Shares | Sole | 2023-11-27 | |
| 2023-03-31 | $1,143 | 9 | Shares | Sole | 2023-11-27 | |
| 2022-09-30 | $298 | 2 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $315 | 2 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $368 | 2 | Shares | Sole | 2022-08-16 | |
| 2021-12-31 | $81,411 | 406 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,738 | 14 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $854,223 | 4,478 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,455 | 14 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,043 | 7 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||