Holistic Financial Partners

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1729304 INDIANAPOLIS, IN

Position in PNC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$231,446

-$46,562 QoQ

Shares Held

940

-29.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,665

of 2,021 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Holistic Financial Partners holds $511,447 across 3 Banks - Regional names. PNC ranks #1 (45.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc. This page	940	$231,446
2	BAP	Credicorp Ltd	556	$216,606
3	LYG	Lloyds Banking Group plc	10,874	$63,395

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$231,446	940	-29.6%	Shares	Sole	2026-07-23
2026-03-31	$278,008	1,336	-29.5%	Shares	Sole	2026-05-05
2025-12-31	$395,334	1,894	-0.8%	Shares	Sole	2026-01-07
2025-09-30	$383,776	1,910	+3.3%	Shares	Sole	2025-11-07
2025-06-30	$344,690	1,849	+2.4%	Shares	Sole	2025-08-05
2025-03-31	$317,264	1,805	-22.4%	Shares	Sole	2025-05-06
2024-12-31	$448,761	2,327	+0.1%	Shares	Sole	2025-02-04
2024-09-30	$429,591	2,324	+3.2%	Shares	Sole	2024-11-07
2024-06-30	$349,985	2,251	-4.5%	Shares	Sole	2024-07-30
2024-03-31	$380,891	2,357	-2.4%	Shares	Sole	2024-05-08
2023-12-31	$374,117	2,416	+1.8%	Shares	Sole	2024-02-14
2023-09-30	$291,333	2,373	+4.3%	Shares	Sole	2023-11-08
2023-06-30	$286,536	2,275	+28.3%	Shares	Sole	2023-08-09
2023-03-31	$225,348	1,773	+6.4%	Shares	Sole	2023-05-04
2022-12-31	$263,128	1,666	+6.2%	Shares	Sole	2023-02-07
2022-09-30	$234,290	1,568	-0.3%	Shares	Sole	2022-11-09
2022-06-30	$248,172	1,573	-7.9%	Shares	Sole	2022-08-02
2022-03-31	$315,040	1,708	-13.7%	Shares	Sole	2022-05-13
2021-12-31	$396,829	1,979	-1.0%	Shares	Sole	2022-02-11
2021-09-30	$391,084	1,999	-13.7%	Shares	Sole	2021-11-12
2021-06-30	$441,609	2,315	+12.8%	Shares	Sole	2021-08-13
2021-03-31	$359,941	2,052	+5.3%	Shares	Sole	2021-05-11
2020-12-31	$290,252	1,948	+0.4%	Shares	Sole	2021-02-10
2020-09-30	$213,335	1,941	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.