Steward Partners Investment Advisory, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1723397
STAMFORD, CT
Position in PNC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,503,610
+$686,824 QoQ
Shares Held
18,291
-0.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#523
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, 2026Steward Partners Investment Advisory, LLC holds $73,894,070 across 130 Banks - Regional names. PNC ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
132,130 | $6,582,716 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
3,102 | $6,454,610 | |
| 3 | HWC |
Hancock Whitney Corp
|
78,807 | $5,888,459 | |
| 4 | RF |
Regions Financial Corp
|
154,417 | $4,663,393 | |
| 5 | FITB |
Fifth Third Bancorp
|
80,356 | $4,529,667 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
This page
|
18,291 | $4,503,610 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
52,507 | $3,679,165 | |
| 8 | USB |
US Bancorp De
|
56,496 | $3,412,358 |
All Filings in PNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,503,610 | 18,291 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,816,786 | 18,342 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,395,619 | 16,268 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,087,892 | 15,368 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,637,656 | 14,149 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,933,601 | 16,690 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,022,730 | 15,674 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,062,741 | 11,159 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,247,571 | 8,024 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,310,899 | 8,112 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,140,315 | 7,364 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $824,891 | 6,719 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $847,391 | 6,728 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $844,960 | 6,648 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,329,065 | 8,415 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,352,400 | 9,051 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,382,696 | 8,764 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,647,691 | 8,933 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,772,396 | 8,839 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,544,773 | 7,896 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,494,795 | 7,836 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,613,772 | 9,200 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,055,367 | 7,083 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $764,204 | 6,953 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $660,297 | 6,276 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $616,053 | 6,436 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||