Pasadena Private Wealth, LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1760578 PASADENA, CA

Position in PNC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$476,189

-$40,498 QoQ

Shares Held

1,934

-22.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,284

of 2,021 holders

Holding Since

Dec 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Pasadena Private Wealth, LLC holds $1,014,221 across 2 Banks - Regional names. PNC ranks #2 (47.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BSRR	Sierra Bancorp	13,200	$538,032
2	PNC	Pnc Financial Services Group, Inc. This page	1,934	$476,189

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$476,189	1,934	-22.1%	Shares	Sole	2026-08-11
2026-03-31	$516,687	2,483	+2.7%	Shares	Sole	2026-04-22
2025-12-31	$504,709	2,418	-5.0%	Shares	Sole	2026-02-10
2025-09-30	$511,165	2,544	-4.0%	Shares	Sole	2025-10-24
2025-06-30	$493,826	2,649	+25.0%	Shares	Sole	2025-08-01
2025-03-31	$372,456	2,119	-0.1%	Shares	Sole	2025-05-08
2024-12-31	$409,227	2,122	+49.2%	Shares	Sole	2025-02-03
2024-09-30	$262,856	1,422	0.0%	Shares	Sole	2024-11-08
2024-06-30	$221,092	1,422	0.0%	Shares	Sole	2024-07-19
2024-03-31	$229,795	1,422	-0.5%	Shares	Sole	2024-04-16
2023-12-31	$221,280	1,429	+6.9%	Shares	Sole	2024-01-10
2022-12-31	$211,165	1,337	-6.8%	Shares	Sole	2023-02-02
2022-09-30	$214,268	1,434	+6.7%	Shares	Sole	2022-11-18
2022-06-30	$212,042	1,344	-12.5%	Shares	Sole	2022-08-08
2022-03-31	$283,315	1,536	0.0%	Shares	Sole	2022-04-21
2021-12-31	$307,998	1,536	+11.7%	Shares	Sole	2022-02-14
2020-12-31	$204,875	1,375	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.