Connecticut Wealth Management, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1689829
FARMINGTON, CT
Position in PNC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$304,574
+$45,086 QoQ
Shares Held
1,237
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,500
of 2,021 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Connecticut Wealth Management, LLC holds $3,644,310 across 4 Banks - Regional names. PNC ranks #3 (8.4% of the industry book) .
All Filings in PNC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,574 | 1,237 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $259,488 | 1,247 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $262,373 | 1,257 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $252,569 | 1,257 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $269,749 | 1,447 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $260,491 | 1,482 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $316,274 | 1,640 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $299,272 | 1,619 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $258,718 | 1,664 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $319,806 | 1,979 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $522,154 | 3,372 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $403,667 | 3,288 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||