Wealth Advisors of Tampa Bay, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1715228
TAMPA, FL
Position in PNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,871,115
+$896,724 QoQ
Shares Held
23,845
-0.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.04%
of 13F equity value
Holder Rank
#469
of 2,021 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Wealth Advisors of Tampa Bay, LLC holds $8,199,702 across 3 Banks - Regional names. PNC ranks #1 (71.6% of the industry book) .
All Filings in PNC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,871,115 | 23,845 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,974,391 | 23,905 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,944,813 | 23,690 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,634,450 | 23,065 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,325,876 | 23,205 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,054,135 | 23,065 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,452,593 | 17,903 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,288,666 | 17,791 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,677,054 | 17,218 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,709,708 | 16,768 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||