Position in PNC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$16,403,915
+$3,154,825 QoQ
Shares Held
66,623
+4.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#292
of 2,021 holders
Holding Since
Dec 2020
23 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, 2026Bogart Wealth, LLC holds $31,172,561 across 47 Banks - Regional names. PNC ranks #1 (52.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
66,623 | $16,403,915 | |
| 2 | TFC |
Truist Financial Corp
|
271,399 | $13,521,098 | |
| 3 | RF |
Regions Financial Corp
|
13,346 | $403,049 | |
| 4 | USB |
US Bancorp \De\
|
4,289 | $259,055 | |
| 5 | KEY |
Keycorp /New/
|
6,823 | $157,270 | |
| 6 | NKSH |
National Bankshares Inc
|
2,002 | $72,732 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
574 | $39,715 | |
| 8 | UBSI |
United Bankshares Inc/Wv
|
776 | $35,564 |
All Filings in PNC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,403,915 | 66,623 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $13,249,090 | 63,670 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $13,250,389 | 63,481 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $12,880,818 | 64,106 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $12,210,696 | 65,501 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $11,231,703 | 63,900 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,737,502 | 55,678 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $10,313,336 | 55,793 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $10,792,022 | 69,411 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $11,349,814 | 70,234 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $11,036,933 | 71,275 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $9,403,199 | 76,592 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $8,454,141 | 67,123 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $8,177,868 | 64,342 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $9,166,837 | 58,040 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $8,012,348 | 53,623 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $7,069,042 | 44,806 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $6,347,662 | 34,414 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $6,055,302 | 30,198 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $5,563,805 | 28,439 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $5,058,001 | 26,515 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,996,366 | 22,783 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $2,381,169 | 15,981 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||