Robertson Stephens Wealth Management, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1767307
San Francisco, CA
Position in PNC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$413,649
+$67,804 QoQ
Shares Held
1,680
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,357
of 2,021 holders
Holding Since
Mar 2020
5 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, 2026Robertson Stephens Wealth Management, LLC holds $5,344,586 across 9 Banks - Regional names. PNC ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVBF |
Cvb Financial Corp
|
62,964 | $1,419,838 | |
| 2 | BCAL |
California BanCorp \ CA
|
53,579 | $1,116,586 | |
| 3 | BFST |
Business First Bancshares, Inc.
|
25,486 | $783,184 | |
| 4 | USB |
US Bancorp De
|
11,626 | $702,210 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
This page
|
1,680 | $413,649 | |
| 6 | COLB |
Columbia Banking System, Inc.
|
9,293 | $297,840 | |
| 7 | BBT |
Beacon Financial Corp
|
9,460 | $288,057 | |
| 8 | FITB |
Fifth Third Bancorp
|
4,210 | $237,317 |
All Filings in PNC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,649 | 1,680 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $345,845 | 1,662 | Shares | Sole | 2026-04-28 | |
| 2024-12-31 | $246,462 | 1,278 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $223,853 | 1,211 | Shares | Sole | 2024-11-12 | |
| 2020-03-31 | $499,849 | 5,222 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||