Dougherty Wealth Advisers LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1755933
WAYZATA, MN
Position in PNC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$287,584
+$44,535 QoQ
Shares Held
1,168
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#1,540
of 2,021 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Dougherty Wealth Advisers LLC holds $287,584 across 1 Banks - Regional name. PNC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
1,168 | $287,584 |
All Filings in PNC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,584 | 1,168 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $243,049 | 1,168 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $243,796 | 1,168 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $234,686 | 1,168 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $217,738 | 1,168 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $205,299 | 1,168 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $225,248 | 1,168 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $215,904 | 1,168 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $181,600 | 1,168 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $188,748 | 1,168 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $180,864 | 1,168 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $143,395 | 1,168 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $147,109 | 1,168 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $148,452 | 1,168 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $184,473 | 1,168 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $174,522 | 1,168 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $184,275 | 1,168 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $215,437 | 1,168 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $234,207 | 1,168 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $228,507 | 1,168 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $222,807 | 1,168 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $204,878 | 1,168 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $174,032 | 1,168 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $128,374 | 1,168 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $122,885 | 1,168 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $111,800 | 1,168 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||