Position in PNC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,496,324
+$1,623,514 QoQ
Shares Held
14,200
+57.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#567
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, 2026IFP Advisors, Inc holds $22,346,713 across 256 Banks - Regional names. PNC ranks #1 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
14,200 | $3,496,324 | |
| 2 | MTB |
M&T Bank Corp
|
8,298 | $1,975,006 | |
| 3 | USB |
US Bancorp \De\
|
30,443 | $1,838,757 | |
| 4 | PGC |
Peapack Gladstone Financial Corp
|
26,547 | $1,256,469 | |
| 5 | NBTB |
Nbt Bancorp Inc
|
25,034 | $1,235,928 | |
| 6 | WSBC |
Wesbanco Inc
|
25,294 | $987,224 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
9,945 | $696,846 | |
| 8 | NU |
Nu Holdings Ltd.
|
42,950 | $573,812 |
All Filings in PNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,496,324 | 14,200 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,872,810 | 9,000 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,479,269 | 7,087 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,151,529 | 5,731 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $993,245 | 5,328 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $863,382 | 4,912 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $899,452 | 4,664 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $751,784 | 4,067 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $588,647 | 3,786 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $688,900 | 4,263 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $675,300 | 4,361 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $459,405 | 3,742 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $346,992 | 2,755 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $586,947 | 4,618 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,670 | 17,227 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,719,593 | 18,201 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $631 | 4 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $836,849 | 4,537 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $289,350 | 1,443 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $290,721 | 1,486 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $370,646 | 1,943 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $274,692 | 1,566 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $244,360 | 1,640 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $191,463 | 1,742 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $198,005 | 1,882 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $230,685 | 2,410 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||