World Investment Advisors
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1652594
SANTA BARBARA, CA
Position in PNC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$2,406,977
+$114,287 QoQ
Shares Held
11,567
+5.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026World Investment Advisors holds $31,992,824 across 37 Banks - Regional names. PNC ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INDB |
Independent Bank Corp
|
52,328 | $3,935,588 | |
| 2 | USB |
US Bancorp De
|
57,359 | $2,983,241 | |
| 3 | VLY |
Valley National Bancorp
|
199,243 | $2,446,704 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
This page
|
11,567 | $2,406,977 | |
| 5 | PB |
Prosperity Bancshares Inc
|
27,245 | $1,830,319 | |
| 6 | GBCI |
Glacier Bancorp, Inc.
|
40,414 | $1,805,293 | |
| 7 | TFC |
Truist Financial Corp
|
35,447 | $1,629,498 | |
| 8 | FITB |
Fifth Third Bancorp
|
34,621 | $1,608,491 |
All Filings in PNC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,406,977 | 11,567 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,292,690 | 10,984 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $987,570 | 4,915 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $737,849 | 3,958 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $674,077 | 3,835 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $749,028 | 3,884 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $441,051 | 2,386 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $392,897 | 2,527 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||