Wealthspire Advisors, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1646247
NEW YORK, NY
Position in PNC
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,910,890
-$671,726 QoQ
Shares Held
9,183
-25.8% 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 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Wealthspire Advisors, LLC holds $28,047,613 across 21 Banks - Regional names. PNC ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBNK |
Capital Bancorp Inc
|
295,417 | $8,785,701 | |
| 2 | UBSI |
United Bankshares Inc/Wv
|
104,053 | $4,309,875 | |
| 3 | AUB |
Atlantic Union Bankshares Corp
|
60,575 | $2,164,950 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
This page
|
9,183 | $1,910,890 | |
| 5 | USB |
US Bancorp De
|
26,489 | $1,377,692 | |
| 6 | JMSB |
John Marshall Bancorp, Inc.
|
64,141 | $1,300,779 | |
| 7 | TFC |
Truist Financial Corp
|
23,056 | $1,059,884 | |
| 8 | MTB |
M&T Bank Corp
|
4,975 | $1,028,432 |
All Filings in PNC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||