Wealthspire Advisors, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1646247
NEW YORK, NY
Position in PNC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,634,900
-$275,990 QoQ
Shares Held
6,640
-27.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#786
of 2,021 holders
Holding Since
Mar 2020
26 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, 2026Wealthspire Advisors, LLC holds $38,069,507 across 25 Banks - Regional names. PNC ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBNK |
Capital Bancorp Inc
|
291,615 | $10,241,518 | |
| 2 | BWFG |
Bankwell Financial Group, Inc.
|
87,538 | $5,142,857 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
102,945 | $4,717,969 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
|
59,958 | $2,536,822 | |
| 5 | USB |
US Bancorp \De\
|
28,816 | $1,740,486 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
This page
|
6,640 | $1,634,900 | |
| 7 | JMSB |
John Marshall Bancorp, Inc.
|
64,333 | $1,402,459 | |
| 8 | TFC |
Truist Financial Corp
|
27,175 | $1,353,858 |
All Filings in PNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,634,900 | 6,640 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,910,890 | 9,183 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,582,616 | 12,373 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,167,001 | 5,808 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,234,846 | 6,624 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,114,909 | 6,343 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,280,331 | 6,639 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,164,924 | 6,302 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $894,476 | 5,753 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $936,956 | 5,798 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $934,210 | 6,033 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $725,447 | 5,909 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $606,575 | 4,816 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $649,608 | 5,111 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $892,834 | 5,653 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $750,686 | 5,024 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $904,653 | 5,734 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $834,636 | 4,525 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,190,687 | 5,938 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,126,103 | 5,756 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $511,618 | 2,682 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,437,309 | 8,194 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $860,773 | 5,777 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $311,155 | 2,831 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $310,474 | 2,951 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $761,356 | 7,954 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||