OneDigital Investment Advisors LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1690370
OVERLAND PARK, KS
Position in PNC
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,206,089
-$167,980 QoQ
Shares Held
5,796
-12.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026OneDigital Investment Advisors LLC holds $20,673,754 across 31 Banks - Regional names. PNC ranks #3 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
122,575 | $5,634,772 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
672 | $1,266,491 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
This page
|
5,796 | $1,206,089 | |
| 4 | NU |
Nu Holdings Ltd.
|
78,600 | $1,129,482 | |
| 5 | USB |
US Bancorp De
|
20,324 | $1,057,051 | |
| 6 | FITB |
Fifth Third Bancorp
|
22,425 | $1,041,865 | |
| 7 | IBN |
Icici Bank Ltd
|
28,436 | $736,492 | |
| 8 | LARK |
Landmark Bancorp Inc
|
24,491 | $607,376 |
All Filings in PNC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,206,089 | 5,796 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,374,069 | 6,583 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,306,848 | 6,504 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,337,004 | 7,172 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,448,344 | 8,240 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,277,438 | 6,624 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,267,331 | 6,856 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,383,616 | 8,899 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $927,260 | 5,738 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $987,788 | 6,379 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $473,769 | 3,859 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $479,617 | 3,808 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $481,454 | 3,788 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $476,504 | 3,017 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $471,121 | 3,153 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $486,247 | 3,082 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $529,924 | 2,873 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $459,992 | 2,294 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $439,407 | 2,246 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $446,759 | 2,342 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $417,826 | 2,382 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $340,316 | 2,284 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $251,583 | 2,289 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $252,293 | 2,398 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $224,271 | 2,343 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||