Global Retirement Partners, LLC
PensionPosition in PNC — Pnc Financial Services Group, Inc.
CIK 1749744
San Rafael, CA
Position in PNC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,182,438
+$1,281,275 QoQ
Shares Held
21,048
+12.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#211
of 1,285 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Global Retirement Partners, LLC holds $47,111,267 across 148 Banks - Regional names. PNC ranks #1 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
21,048 | $5,182,438 | |
| 2 | USB |
US Bancorp De
|
77,669 | $4,691,207 | |
| 3 | TFC |
Truist Financial Corp
|
85,849 | $4,276,997 | |
| 4 | STBA |
S&T Bancorp Inc
|
77,612 | $3,809,196 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
43,390 | $3,040,337 | |
| 6 | LYG |
Lloyds Banking Group plc
|
408,648 | $2,382,417 | |
| 7 | NWG |
NatWest Group plc
|
107,767 | $1,899,932 | |
| 8 | RF |
Regions Financial Corp
|
45,919 | $1,386,753 |
All Filings in PNC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,182,438 | 21,048 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $3,901,163 | 18,690 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,655,691 | 13,217 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,254,190 | 12,092 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $2,667,501 | 13,832 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,472,923 | 13,378 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,992,320 | 12,814 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,889,912 | 11,695 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,775,200 | 11,464 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,684,404 | 13,720 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,854,613 | 14,725 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,658,146 | 13,046 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $967,382 | 6,125 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $915,645 | 6,128 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $879,567 | 5,575 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,033,473 | 5,603 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $965,287 | 4,934 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $943,117 | 4,944 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $936,864 | 5,341 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $816,073 | 5,477 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $629,784 | 5,730 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $594,541 | 5,651 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $505,305 | 5,279 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||