Shepherd Financial Partners LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1696628 WINCHESTER, MA

Position in PNC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$544,392

+$48,514 QoQ

Shares Held

2,211

-7.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,218

of 2,021 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Shepherd Financial Partners LLC holds $2,423,707 across 5 Banks - Regional names. PNC ranks #3 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\	16,166	$976,426
2	TFC	Truist Financial Corp	11,824	$589,071
3	PNC	Pnc Financial Services Group, Inc. This page	2,211	$544,392
4	ZION	Zions Bancorporation, National Association /Ut/	3,693	$255,518
5	LYG	Lloyds Banking Group plc	10,000	$58,300

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$544,392	2,211	-7.2%	Shares	Sole	2026-08-10
2026-03-31	$495,878	2,383	+0.4%	Shares	Sole	2026-05-11
2025-12-31	$495,316	2,373	-8.3%	Shares	Sole	2026-02-10
2025-09-30	$519,805	2,587	+0.7%	Shares	Sole	2025-11-07
2025-06-30	$478,726	2,568	+5.4%	Shares	Sole	2025-08-13
2025-03-31	$428,175	2,436	+5.0%	Shares	Sole	2025-04-18
2024-12-31	$447,604	2,321	+4.0%	Shares	Sole	2025-01-28
2024-09-30	$412,585	2,232	+8.6%	Shares	Sole	2024-10-28
2024-06-30	$319,511	2,055	+0.5%	Shares	Sole	2024-08-08
2024-03-31	$330,310	2,044	-1.9%	Shares	Sole	2024-04-23
2023-12-31	$322,552	2,083	-3.9%	Shares	Sole	2024-02-12
2023-09-30	$266,165	2,168	-49.7%	Shares	Sole	2023-11-08
2023-03-31	$548,309	4,314	-0.1%	Shares	Sole	2023-05-02
2022-12-31	$682,300	4,320	+6.9%	Shares	Sole	2023-02-14
2022-09-30	$603,955	4,042	-32.8%	Shares	Sole	2022-11-09
2022-06-30	$949,617	6,019	+98.5%	Shares	Sole	2022-08-15
2020-03-31	$290,318	3,033	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.