FORTEM FINANCIAL GROUP, LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1766509 PALM DESERT, CA

Position in PNC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,031,908

+$120,058 QoQ

Shares Held

4,191

-4.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#949

of 2,021 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FORTEM FINANCIAL GROUP, LLC holds $2,233,797 across 4 Banks - Regional names. PNC ranks #1 (46.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc. This page	4,191	$1,031,908
2	CFG	Citizens Financial Group Inc/Ri	8,339	$584,313
3	HBAN	Huntington Bancshares Inc /Md/	23,125	$410,006
4	ZION	Zions Bancorporation, National Association /Ut/	3,000	$207,570

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,031,908	4,191	-4.4%	Shares	Sole	2026-07-20
2026-03-31	$911,850	4,382	+3.6%	Shares	Sole	2026-04-16
2025-12-31	$882,719	4,229	-9.9%	Shares	Sole	2026-02-04
2025-09-30	$942,964	4,693	-4.7%	Shares	Sole	2025-11-04
2025-06-30	$918,491	4,927	-23.3%	Shares	Sole	2025-08-12
2025-03-31	$1,129,673	6,427	-12.3%	Shares	Sole	2025-05-01
2024-12-31	$1,413,397	7,329	+1.6%	Shares	Sole	2025-01-06
2024-09-30	$1,333,692	7,215	-25.2%	Shares	Sole	2024-11-18
2024-06-30	$1,500,071	9,648	-0.4%	Shares	Sole	2024-08-02
2024-03-31	$1,564,934	9,684	+8.6%	Shares	Sole	2024-05-01
2023-12-31	$1,380,642	8,916	-9.9%	Shares	Sole	2024-02-13
2023-09-30	$1,214,440	9,892	-14.2%	Shares	Sole	2023-10-10
2023-06-30	$1,452,707	11,534	+19.8%	Shares	Sole	2023-07-18
2023-03-31	$1,223,591	9,627	+55.3%	Shares	Sole	2023-04-21
2022-12-31	$978,912	6,198	-6.7%	Shares	Sole	2023-01-17
2022-09-30	$993,045	6,646	+3.1%	Shares	Sole	2022-11-01
2022-06-30	$1,016,669	6,444	-20.2%	Shares	Sole	2022-07-25
2022-03-31	$1,489,433	8,075	-9.5%	Shares	Sole	2022-04-27
2021-12-31	$1,788,437	8,919	+2.3%	Shares	Sole	2022-01-20
2021-09-30	$1,706,372	8,722	+1.4%	Shares	Sole	2021-10-15
2021-06-30	$1,640,917	8,602	+5.6%	Shares	Sole	2021-07-14
2021-03-31	$1,429,065	8,147	-2.0%	Shares	Sole	2021-04-20
2020-12-31	$1,238,190	8,310	-1.5%	Shares	Sole	2021-01-29
2020-09-30	$927,640	8,440	+51.8%	Shares	Sole	2020-10-15
2020-06-30	$585,072	5,561	-19.9%	Shares	Sole	2020-07-14
2020-03-31	$664,583	6,943	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.