Position in PNC
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$744,569
+$160,253 QoQ
Shares Held
3,024
+7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,079
of 2,021 holders
Holding Since
Mar 2020
24 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, 2026CX Institutional holds $9,421,955 across 40 Banks - Regional names. PNC ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
24,831 | $1,499,792 | |
| 2 | FITB |
Fifth Third Bancorp
|
19,489 | $1,098,594 | |
| 3 | GBCI |
Glacier Bancorp, Inc.
|
16,675 | $860,096 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
This page
|
3,024 | $744,569 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
39,648 | $702,959 | |
| 6 | BOKF |
Bok Financial Corp
|
5,000 | $694,400 | |
| 7 | TFC |
Truist Financial Corp
|
12,788 | $637,098 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
6,930 | $485,585 |
All Filings in PNC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $744,569 | 3,024 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $584,316 | 2,808 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $589,662 | 2,825 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $579,482 | 2,884 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $534,093 | 2,865 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $459,814 | 2,616 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $480,196 | 2,490 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $391,697 | 2,119 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $370,508 | 2,383 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $369,579 | 2,287 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $665,545 | 4,298 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $575,422 | 4,687 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $3,412,993 | 27,098 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,413,166 | 34,722 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $256,020 | 1,621 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $126,689 | 803 | Shares | Sole | 2022-08-02 | |
| 2021-12-31 | $207,738 | 1,036 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,764,477 | 9,019 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $155,850 | 817 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $121,383 | 692 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $129,034 | 866 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $79,355 | 722 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $30,300 | 288 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $83,467 | 872 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||