Ellis Investment Partners, LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1765590 Berwyn, PA

Position in PNC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$265,425

+$42,769 QoQ

Shares Held

1,078

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,584

of 2,021 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ellis Investment Partners, LLC holds $265,425 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	1,078	$265,425

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$265,425	1,078	+0.7%	Shares	Sole	2026-08-05
2026-03-31	$222,656	1,070	+1.6%	Shares	Sole	2026-05-12
2025-12-31	$219,792	1,053	-14.3%	Shares	Sole	2026-02-02
2025-09-30	$246,742	1,228	+13.2%	Shares	Sole	2025-10-22
2025-06-30	$202,265	1,085	+1.8%	Shares	Sole	2025-07-25
2024-12-31	$205,578	1,066	-23.7%	Shares	Sole	2025-01-30
2024-06-30	$217,205	1,397	+6.5%	Shares	Sole	2024-08-06
2022-09-30	$196,039	1,312	+0.8%	Shares	Sole	2022-11-14
2022-06-30	$205,258	1,301	+0.9%	Shares	Sole	2022-08-01
2022-03-31	$237,756	1,289	+0.5%	Shares	Sole	2022-05-03
2021-12-31	$257,066	1,282	+18.2%	Shares	Sole	2022-02-01
2021-09-30	$212,269	1,085	+0.6%	Shares	Sole	2021-10-21
2021-06-30	$205,639	1,078	+0.6%	Shares	Sole	2021-07-26
2021-03-31	$188,039	1,072	+0.8%	Shares	Sole	2021-05-03
2020-12-31	$158,536	1,064	+1.0%	Shares	Sole	2021-01-20
2020-09-30	$115,735	1,053	-21.5%	Shares	Sole	2020-10-19
2020-06-30	$141,191	1,342	+111.3%	Shares	Sole	2020-07-13
2020-03-31	$60,782	635	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.