LEVEL FOUR ADVISORY SERVICES, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1696715
DALLAS, TX
Position in PNC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,211,548
+$306,068 QoQ
Shares Held
8,982
-1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#705
of 2,018 holders
Holding Since
Mar 2020
26 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $26,327,295 across 18 Banks - Regional names. PNC ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
4,852 | $10,095,993 | |
| 2 | RF |
Regions Financial Corp
|
163,281 | $4,931,086 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
This page
|
8,982 | $2,211,548 | |
| 4 | TFC |
Truist Financial Corp
|
41,776 | $2,081,280 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
59,920 | $1,062,381 | |
| 6 | LOB |
Live Oak Bancshares, Inc.
|
24,995 | $1,020,795 | |
| 7 | OZK |
Bank OZK
|
16,778 | $873,966 | |
| 8 | CBU |
Community Financial System, Inc.
|
12,766 | $856,853 |
All Filings in PNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,211,548 | 8,982 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,905,480 | 9,157 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,119,026 | 10,152 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,003,272 | 9,970 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,850,777 | 9,928 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,849,627 | 10,523 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,185,761 | 11,334 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,115,238 | 11,443 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,767,902 | 24,234 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,377,116 | 20,898 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,005,948 | 19,412 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,737,525 | 22,298 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,352,537 | 26,618 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,038,833 | 23,909 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $3,303,946 | 20,919 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,732,212 | 24,978 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,081,036 | 25,867 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,429,013 | 24,012 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,063,337 | 20,264 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,319,619 | 16,968 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $3,257,608 | 17,077 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,683,422 | 15,298 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,935,361 | 12,989 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,875,174 | 17,061 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,871,054 | 17,784 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,732,436 | 18,099 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||