Beacon Pointe Advisors, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1744317
NEWPORT BEACH, CA
Position in PNC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,419,576
+$3,094,925 QoQ
Shares Held
30,850
+93.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Beacon Pointe Advisors, LLC holds $72,099,864 across 52 Banks - Regional names. PNC ranks #3 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBCI |
Glacier Bancorp, Inc.
|
541,505 | $24,189,028 | |
| 2 | USB |
US Bancorp De
|
132,084 | $6,869,688 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
This page
|
30,850 | $6,419,576 | |
| 4 | FBNC |
First Bancorp /Nc/
|
62,395 | $3,515,958 | |
| 5 | SSB |
SouthState Bank Corp
|
30,957 | $2,864,141 | |
| 6 | FITB |
Fifth Third Bancorp
|
48,541 | $2,255,214 | |
| 7 | TFC |
Truist Financial Corp
|
38,002 | $1,746,951 | |
| 8 | CFR |
Cullen/Frost Bankers, Inc.
|
12,369 | $1,695,542 |
All Filings in PNC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,419,576 | 30,850 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,324,651 | 15,928 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,870,285 | 14,285 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,396,758 | 18,221 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,405,192 | 19,373 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,370,825 | 17,479 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,157,422 | 17,081 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,000,453 | 19,298 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,033,555 | 18,772 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,534,296 | 22,824 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,954,582 | 24,066 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,845,419 | 14,652 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,971,829 | 15,514 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,848,529 | 11,704 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,370,330 | 9,171 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,228,870 | 7,789 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,909,593 | 32,039 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,678,753 | 8,372 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,425,433 | 7,286 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,360,309 | 7,131 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $675,153 | 3,849 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $508,537 | 3,413 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $391,939 | 3,566 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $344,352 | 3,273 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $253,275 | 2,646 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||