LYELL WEALTH MANAGEMENT, LP
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1686444
MENLO PARK, CA
Position in PNC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$254,345
+$39,389 QoQ
Shares Held
1,033
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,611
of 2,021 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LYELL WEALTH MANAGEMENT, LP holds $475,597 across 2 Banks - Regional names. PNC ranks #1 (53.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
1,033 | $254,345 | |
| 2 | FITB |
Fifth Third Bancorp
|
3,925 | $221,252 |
All Filings in PNC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,345 | 1,033 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $214,956 | 1,033 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $215,618 | 1,033 | Shares | Sole | 2026-02-12 | |
| 2025-06-30 | $1,785,344 | 9,577 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,683,349 | 9,577 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||