CreativeOne Wealth, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1739728
OVERLAND PARK, KS
Position in PNC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$588,270
-$86,762 QoQ
Shares Held
2,827
-12.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 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, 2026CreativeOne Wealth, LLC holds $8,210,823 across 15 Banks - Regional names. PNC ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
37,733 | $1,962,493 | |
| 2 | RF |
Regions Financial Corp
|
47,216 | $1,233,281 | |
| 3 | FITB |
Fifth Third Bancorp
|
15,771 | $732,720 | |
| 4 | NBTB |
Nbt Bancorp Inc
|
15,388 | $655,221 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
This page
|
2,827 | $588,270 | |
| 6 | FSUN |
Firstsun Capital Bancorp
|
14,486 | $528,159 | |
| 7 | TFC |
Truist Financial Corp
|
11,046 | $507,783 | |
| 8 | CBU |
Community Financial System, Inc.
|
7,637 | $447,910 |
All Filings in PNC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $588,270 | 2,827 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $675,032 | 3,234 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $671,105 | 3,340 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $651,723 | 3,496 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $578,985 | 3,294 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $611,140 | 3,169 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $870,273 | 4,708 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $403,936 | 2,598 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $692,132 | 4,283 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $234,597 | 1,515 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $433,016 | 3,438 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $397,060 | 3,124 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $466,554 | 2,954 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $410,606 | 2,748 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $409,255 | 2,594 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $474,220 | 2,571 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $514,534 | 2,566 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $407,713 | 2,084 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $266,873 | 1,399 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||