EverSource Wealth Advisors, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in PNC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,714,425
-$2,102 QoQ
Shares Held
6,963
-15.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#775
of 2,021 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $20,508,011 across 276 Banks - Regional names. PNC ranks #2 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNFP |
Pinnacle Financial Partners, Inc.
|
22,201 | $2,239,633 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
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|
6,963 | $1,714,425 | |
| 3 | SFBS |
ServisFirst Bancshares, Inc.
|
20,230 | $877,474 | |
| 4 | CBSH |
Commerce Bancshares Inc /Mo/
|
15,055 | $869,423 | |
| 5 | USB |
US Bancorp \De\
|
14,227 | $859,307 | |
| 6 | RF |
Regions Financial Corp
|
24,308 | $734,098 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
10,137 | $710,297 | |
| 8 | FITB |
Fifth Third Bancorp
|
11,905 | $671,080 |
All Filings in PNC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,714,425 | 6,963 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,716,527 | 8,249 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,534,160 | 7,350 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,391,035 | 6,923 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,087,758 | 5,835 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $433,094 | 2,464 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $355,805 | 1,845 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $378,754 | 2,049 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $317,020 | 2,039 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $320,612 | 1,984 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $136,420 | 881 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $118,962 | 969 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $120,280 | 955 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $65,581 | 516 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $117,822 | 746 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $123,121 | 824 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $136,784 | 867 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $222,076 | 1,204 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $223,177 | 1,113 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||