Centerpoint Advisors, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1733788
NEEDHAM, MA
Position in PNC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$46,535
+$7,415 QoQ
Shares Held
189
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,844
of 2,021 holders
Holding Since
Mar 2023
12 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, 2026Centerpoint Advisors, LLC holds $175,092 across 6 Banks - Regional names. PNC ranks #2 (26.6% of the industry book) .
All Filings in PNC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,535 | 189 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $39,120 | 188 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $39,032 | 187 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $37,975 | 189 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $29,454 | 158 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $26,892 | 153 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $29,120 | 151 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $27,727 | 150 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $23,322 | 150 | Shares | Sole | 2024-07-30 | |
| 2023-09-30 | $6,875 | 56 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $7,053 | 56 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $25,801 | 203 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||