MISSION WEALTH MANAGEMENT, LP
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1645382
Santa Barbara, CA
Position in PNC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,157,625
+$1,759,341 QoQ
Shares Held
8,763
+357.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#150
of 634 holders
Holding Since
Mar 2020
18 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 Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $13,323,989 across 17 Banks - Regional names. PNC ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NPB |
Northpointe Bancshares Inc
|
126,245 | $2,421,379 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
This page
|
8,763 | $2,157,625 | |
| 3 | USB |
US Bancorp \De\
|
32,872 | $1,985,468 | |
| 4 | NBTB |
Nbt Bancorp Inc
|
27,096 | $1,337,729 | |
| 5 | FFIN |
First Financial Bankshares Inc
|
27,905 | $965,513 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
9,574 | $670,850 | |
| 7 | MTB |
M&T Bank Corp
|
2,672 | $635,962 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
4,827 | $486,947 |
All Filings in PNC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,157,625 | 8,763 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $398,284 | 1,914 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $389,281 | 1,865 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $334,146 | 1,663 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $780,354 | 4,186 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $744,385 | 4,235 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $807,848 | 4,189 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $812,230 | 4,394 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $266,026 | 1,711 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $246,924 | 1,528 | Shares | Sole | 2024-04-30 | |
| 2021-12-31 | $206,736 | 1,031 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $239,854 | 1,226 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $998,628 | 5,235 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $911,956 | 5,199 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $704,174 | 4,726 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $511,631 | 4,655 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $482,703 | 4,588 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $527,991 | 5,516 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||