PERSONAL CFO SOLUTIONS, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1677501
CHESTER, NJ
Position in PNC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$646,819
+$100,167 QoQ
Shares Held
2,627
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,138
of 2,018 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $6,974,474 across 16 Banks - Regional names. PNC ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
18,012 | $1,087,924 | |
| 2 | IBN |
Icici Bank Ltd
|
32,192 | $934,533 | |
| 3 | LYG |
Lloyds Banking Group plc
|
120,012 | $699,669 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
This page
|
2,627 | $646,819 | |
| 5 | NU |
Nu Holdings Ltd.
|
45,123 | $602,843 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
252 | $524,359 | |
| 7 | LOB |
Live Oak Bancshares, Inc.
|
8,368 | $341,749 | |
| 8 | FHN |
First Horizon Corp
|
12,749 | $326,884 |
All Filings in PNC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $646,819 | 2,627 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $546,652 | 2,627 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $541,654 | 2,595 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $671,508 | 3,342 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $666,824 | 3,577 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $651,052 | 3,704 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $733,601 | 3,804 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $659,914 | 3,570 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $562,837 | 3,620 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $598,566 | 3,704 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $526,335 | 3,399 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $425,029 | 3,462 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $404,551 | 3,212 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $391,086 | 3,077 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $672,824 | 4,260 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $639,965 | 4,283 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $662,160 | 4,197 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $834,451 | 4,524 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $810,702 | 4,043 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $720,737 | 3,684 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $673,382 | 3,530 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $453,084 | 2,583 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $322,436 | 2,164 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $316,650 | 2,881 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $289,011 | 2,747 | Shares | Defined | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||