Independent Advisor Alliance
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1696899
CHARLOTTE, NC
Position in PNC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,542,765
+$478,742 QoQ
Shares Held
31,442
+8.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Independent Advisor Alliance holds $251,183,567 across 27 Banks - Regional names. PNC ranks #3 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABCB |
Ameris Bancorp
|
2,647,757 | $206,498,568 | |
| 2 | TFC |
Truist Financial Corp
|
349,146 | $16,050,241 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
This page
|
31,442 | $6,542,765 | |
| 4 | USB |
US Bancorp De
|
82,196 | $4,275,013 | |
| 5 | FCCO |
First Community Corp /Sc/
|
101,116 | $2,955,620 | |
| 6 | SSB |
SouthState Bank Corp
|
27,320 | $2,527,645 | |
| 7 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,131 | $2,131,550 | |
| 8 | GSBC |
Great Southern Bancorp, Inc.
|
23,779 | $1,501,168 |
All Filings in PNC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,542,765 | 31,442 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,064,023 | 29,052 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,315,200 | 26,453 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,676,532 | 25,086 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,155,554 | 23,642 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,420,001 | 17,734 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,949,281 | 15,955 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,410,095 | 15,501 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,419,798 | 14,974 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,449,417 | 15,818 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,918,526 | 15,627 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,841,011 | 14,617 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,747,625 | 13,750 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,167,726 | 13,725 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,131,326 | 14,264 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,218,246 | 14,060 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,178,907 | 11,813 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,644,464 | 8,201 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,846,645 | 9,439 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,526,270 | 8,001 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,381,704 | 7,877 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,191,255 | 7,995 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,158,121 | 10,537 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $973,823 | 9,256 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $575,660 | 6,014 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||