Financial Gravity Asset Management, Inc.
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1741736
Lakeway, TX
Position in PNC
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$19,768
-$61 QoQ
Shares Held
95
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Financial Gravity Asset Management, Inc. holds $2,925,974 across 7 Banks - Regional names. PNC ranks #3 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFIN |
Triumph Financial, Inc.
|
41,557 | $2,479,290 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
|
3,023 | $414,392 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
This page
|
95 | $19,768 | |
| 4 | NU |
Nu Holdings Ltd.
|
838 | $12,042 | |
| 5 | FITB |
Fifth Third Bancorp
|
9 | $418 | |
| 6 | LYG |
Lloyds Banking Group plc
|
7 | $35 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
|
1 | $29 |
All Filings in PNC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,768 | 95 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $19,829 | 95 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,088 | 95 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $16,698 | 95 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $14,770 | 95 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $15,352 | 95 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $14,710 | 95 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $202,259 | 1,805 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $12,923 | 221 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,886 | 222 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $403 | 158 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $311,682 | 2,086 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $398,832 | 2,528 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $543,008 | 2,944 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $847,384 | 4,422 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,760 | 9 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,716 | 9 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,754 | 10 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $894 | 6 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $4,401 | 46 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||