Morningstar Investment Management LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1673385 CHICAGO, IL

Position in PNC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$332,397

+$51,476 QoQ

Shares Held

1,350

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,451

of 2,018 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Morningstar Investment Management LLC holds $14,877,220 across 6 Banks - Regional names. PNC ranks #5 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	107,519	$6,494,147
2	FITB	Fifth Third Bancorp	49,983	$2,817,541
3	KEY	Keycorp /New/	120,607	$2,779,991
4	TFC	Truist Financial Corp	47,479	$2,365,403
5	PNC	Pnc Financial Services Group, Inc. This page	1,350	$332,397
6	LYG	Lloyds Banking Group plc	15,050	$87,741

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$332,397	1,350	0.0%	Shares	Sole	2026-07-21
2026-03-31	$280,921	1,350	0.0%	Shares	Sole	2026-05-14
2025-12-31	$281,785	1,350	-96.0%	Shares	Sole	2026-02-09
2025-09-30	$6,807,910	33,882	+849.9%	Shares	Sole	2025-11-17
2025-06-30	$664,960	3,567	+3.7%	Shares	Sole	2025-07-28
2024-12-31	$663,211	3,439	-72.2%	Shares	Sole	2025-02-03
2024-09-30	$2,285,670	12,365	-39.3%	Shares	Sole	2024-11-12
2024-06-30	$3,164,639	20,354	-7.6%	Shares	Sole	2024-08-08
2024-03-31	$3,560,371	22,032	-2.0%	Shares	Sole	2024-05-13
2023-12-31	$3,481,647	22,484	+843.1%	Shares	Sole	2024-02-13
2023-09-30	$292,683	2,384	+28.6%	Shares	Sole	2024-04-09
2023-06-30	$233,511	1,854	0.0%	Shares	Sole	2024-04-09
2023-03-31	$235,643	1,854	+16.2%	Shares	Sole	2024-04-09
2022-12-31	$251,914	1,595	—	Shares	Sole	2024-04-05
No filing history on record for this holder in this stock.