Principle Wealth Partners LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1743413
MADISON, CT
Position in PNC
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$4,935,062
-$567 QoQ
Shares Held
23,716
+0.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Principle Wealth Partners LLC holds $12,418,683 across 7 Banks - Regional names. PNC ranks #1 (39.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
23,716 | $4,935,062 | |
| 2 | TFC |
Truist Financial Corp
|
65,809 | $3,025,239 | |
| 3 | USB |
US Bancorp \De\
|
34,218 | $1,779,678 | |
| 4 | MTB |
M&T Bank Corp
|
6,082 | $1,257,271 | |
| 5 | FULT |
Fulton Financial Corp
|
41,096 | $835,892 | |
| 6 | WASH |
Washington Trust Bancorp Inc
|
11,494 | $384,589 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
7,326 | $200,952 |
All Filings in PNC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,935,062 | 23,716 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,935,629 | 23,646 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,821,918 | 23,998 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,366,515 | 23,423 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,943,048 | 22,433 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,154,567 | 21,543 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,000,708 | 21,643 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,383,400 | 21,761 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,610,305 | 22,341 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,536,154 | 22,836 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,814,625 | 22,926 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,753,770 | 21,864 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,133,246 | 16,784 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,692,958 | 10,719 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $978,999 | 6,552 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,049,486 | 6,652 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,301,110 | 7,054 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,414,468 | 7,054 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,489,994 | 7,616 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,452,828 | 7,616 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,362,234 | 7,766 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,094,852 | 7,348 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $452,609 | 4,118 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $440,093 | 4,183 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $400,396 | 4,183 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||