Sharp Wealth Advisory, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1733194
HORSHAM, PA
Position in PNC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$300,142
-$36,755 QoQ
Shares Held
1,219
-24.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,510
of 2,021 holders
Holding Since
Jun 2025
5 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, 2026Sharp Wealth Advisory, LLC holds $553,675 across 2 Banks - Regional names. PNC ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
1,219 | $300,142 | |
| 2 | TFC |
Truist Financial Corp
|
5,089 | $253,533 |
All Filings in PNC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,142 | 1,219 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $336,897 | 1,619 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $293,474 | 1,406 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $282,507 | 1,406 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $262,106 | 1,406 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||