Position in PNC
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,872,810
+$393,541 QoQ
Shares Held
9,000
+27.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026IFP Advisors, Inc holds $17,154,751 across 257 Banks - Regional names. PNC ranks #1 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
9,000 | $1,872,810 | |
| 2 | MTB |
M&T Bank Corp
|
8,365 | $1,729,212 | |
| 3 | USB |
US Bancorp De
|
31,565 | $1,641,695 | |
| 4 | PGC |
Peapack Gladstone Financial Corp
|
32,634 | $1,149,043 | |
| 5 | NBTB |
Nbt Bancorp Inc
|
24,818 | $1,056,750 | |
| 6 | WSBC |
Wesbanco Inc
|
25,296 | $872,459 | |
| 7 | NU |
Nu Holdings Ltd.
|
49,423 | $710,208 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
8,814 | $528,575 |
All Filings in PNC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2023-08-14 | |
| 2023-03-31 | $586,947 | 4,618 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,720,832 | 17,227 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,719,593 | 18,201 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,657,162 | 16,842 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $3,106,506 | 16,842 | Shares | Sole | 2022-09-06 | |
| 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. | ||||||