Valeo Financial Advisors, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1722641
CARMEL, IN
Position in PNC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,513,268
+$256,613 QoQ
Shares Held
6,146
+1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#31
of 145 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $28,261,361 across 24 Banks - Regional names. PNC ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MBIN |
Merchants Bancorp
|
226,998 | $11,349,900 | |
| 2 | TCBX |
Third Coast Bancshares, Inc.
|
78,616 | $3,176,086 | |
| 3 | THFF |
First Financial Corp /In/
|
22,277 | $1,725,130 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
This page
|
6,146 | $1,513,268 | |
| 5 | USB |
US Bancorp De
|
20,006 | $1,208,362 | |
| 6 | GABC |
German American Bancorp, Inc.
|
19,877 | $943,362 | |
| 7 | TFC |
Truist Financial Corp
|
16,883 | $841,111 | |
| 8 | FITB |
Fifth Third Bancorp
|
14,502 | $817,477 |
All Filings in PNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,513,268 | 6,146 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,256,655 | 6,039 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,370,521 | 6,566 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,232,906 | 6,136 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,144,618 | 6,140 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $1,180,998 | 6,719 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,303,473 | 6,759 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,213,170 | 6,563 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $933,190 | 6,002 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $981,073 | 6,071 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $969,206 | 6,259 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $878,296 | 7,154 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $990,092 | 7,861 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,089,374 | 8,571 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $688,776 | 4,361 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $503,246 | 3,368 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $456,744 | 2,895 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $735,955 | 3,990 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $588,526 | 2,935 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $442,146 | 2,260 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $364,160 | 1,909 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $386,954 | 2,206 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $345,233 | 2,317 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $244,439 | 2,224 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $289,853 | 2,755 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $244,564 | 2,555 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||