AE Wealth Management LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1697723
TOPEKA, KS
Position in PNC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,811,855
+$1,053,144 QoQ
Shares Held
19,543
+8.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#511
of 2,021 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AE Wealth Management LLC holds $208,123,070 across 32 Banks - Regional names. PNC ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
1,836,913 | $32,568,433 | |
| 2 | USB |
US Bancorp \De\
|
528,495 | $31,921,061 | |
| 3 | TFC |
Truist Financial Corp
|
546,432 | $27,223,208 | |
| 4 | RF |
Regions Financial Corp
|
889,195 | $26,853,658 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
372,036 | $26,068,523 | |
| 6 | KEY |
Keycorp /New/
|
1,020,932 | $23,532,453 | |
| 7 | FNB |
Fnb Corp/Pa/
|
1,076,584 | $20,541,190 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
This page
|
19,543 | $4,811,855 |
All Filings in PNC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,811,855 | 19,543 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $3,758,711 | 18,063 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,268,902 | 15,661 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,985,403 | 14,858 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $2,405,182 | 12,902 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $1,601,962 | 9,114 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $1,766,306 | 9,159 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,609,298 | 8,706 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,670,161 | 10,742 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,253,852 | 7,759 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $8,945,064 | 57,766 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $4,788,274 | 39,002 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $5,099,714 | 40,490 | Shares | Other | 2023-07-10 | |
| 2023-03-31 | $4,342,244 | 34,164 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $5,799,082 | 36,717 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,168,967 | 27,901 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $3,626,974 | 22,989 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,392,588 | 18,393 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,619,787 | 18,052 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,275,013 | 16,740 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,754,002 | 14,437 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,967,924 | 11,219 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,766,097 | 11,853 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,914,412 | 17,418 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,716,185 | 16,312 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $944,277 | 9,865 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||