Meridian Wealth Management, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1697300
LEXINGTON, KY
Position in PNC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,693,747
+$240,655 QoQ
Shares Held
6,879
-1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#779
of 2,021 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Meridian Wealth Management, LLC holds $24,594,658 across 13 Banks - Regional names. PNC ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYBT |
Stock Yards Bancorp, Inc.
|
160,054 | $12,239,329 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
38,577 | $2,703,090 | |
| 3 | FITB |
Fifth Third Bancorp
|
35,148 | $1,981,292 | |
| 4 | TFC |
Truist Financial Corp
|
35,390 | $1,763,129 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
This page
|
6,879 | $1,693,747 | |
| 6 | CFR |
Cullen/Frost Bankers, Inc.
|
5,427 | $838,580 | |
| 7 | MTB |
M&T Bank Corp
|
3,498 | $832,558 | |
| 8 | RF |
Regions Financial Corp
|
19,542 | $590,168 |
All Filings in PNC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,693,747 | 6,879 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,453,092 | 6,983 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,438,984 | 6,894 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,324,329 | 6,591 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,221,983 | 6,555 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,145,141 | 6,515 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,134,922 | 5,885 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,071,390 | 5,796 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $974,448 | 6,030 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $905,253 | 5,846 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,363,729 | 11,108 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $716,529 | 5,689 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $719,386 | 5,660 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $886,043 | 5,610 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $831,074 | 5,562 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $880,514 | 5,581 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $901,407 | 4,887 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $980,542 | 4,890 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $243,180 | 1,243 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $237,114 | 1,243 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $207,334 | 1,182 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||