Cornerstone Wealth Management, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1674117
ST. PETERS, MO
Position in PNC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$749,493
+$101,917 QoQ
Shares Held
3,044
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,076
of 2,021 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $7,121,819 across 7 Banks - Regional names. PNC ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
54,542 | $3,294,336 | |
| 2 | EFSC |
Enterprise Financial Services Corp
|
13,564 | $893,596 | |
| 3 | CBSH |
Commerce Bancshares Inc /Mo/
|
14,459 | $835,007 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
This page
|
3,044 | $749,493 | |
| 5 | OZK |
Bank OZK
|
10,475 | $545,642 | |
| 6 | FITB |
Fifth Third Bancorp
|
9,164 | $516,574 | |
| 7 | RF |
Regions Financial Corp
|
9,509 | $287,171 |
All Filings in PNC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $749,493 | 3,044 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $647,576 | 3,112 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $600,098 | 2,875 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $387,794 | 1,930 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $285,781 | 1,533 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $218,482 | 1,243 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $237,591 | 1,232 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $222,559 | 1,204 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $872,087 | 5,609 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $923,544 | 5,715 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $926,312 | 5,982 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $766,207 | 6,241 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||