Steward Partners Investment Advisory, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1723397
STAMFORD, CT
Position in PNC
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,816,786
+$421,167 QoQ
Shares Held
18,342
+12.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $52,905,740 across 94 Banks - Regional names. PNC ranks #6 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
134,298 | $6,173,679 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
2,867 | $5,403,320 | |
| 3 | HWC |
Hancock Whitney Corp
|
75,095 | $4,775,291 | |
| 4 | NU |
Nu Holdings Ltd.
|
298,064 | $4,283,179 | |
| 5 | FITB |
Fifth Third Bancorp
|
89,816 | $4,172,851 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
This page
|
18,342 | $3,816,786 | |
| 7 | USB |
US Bancorp De
|
62,626 | $3,257,178 | |
| 8 | RF |
Regions Financial Corp
|
120,150 | $3,138,318 |
All Filings in PNC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2021-05-17 | |
| 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. | ||||||