Prestige Wealth Management Group LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1772715
FLEMINGTON, NJ
Position in PNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$93,562
+$14,073 QoQ
Shares Held
380
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,793
of 2,021 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Prestige Wealth Management Group LLC holds $513,950 across 41 Banks - Regional names. PNC ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
6,302 | $190,320 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
This page
|
380 | $93,562 | |
| 3 | CHCO |
City Holding Co
|
314 | $41,648 | |
| 4 | VLY |
Valley National Bancorp
|
2,300 | $33,695 | |
| 5 | TFC |
Truist Financial Corp
|
364 | $18,133 | |
| 6 | MTB |
M&T Bank Corp
|
63 | $14,994 | |
| 7 | USB |
US Bancorp \De\
|
243 | $14,677 | |
| 8 | FITB |
Fifth Third Bancorp
|
256 | $14,430 |
All Filings in PNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,562 | 380 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $79,489 | 382 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $93,928 | 450 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $83,787 | 417 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $77,737 | 417 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $258,029 | 1,468 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $277,124 | 1,437 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $256,755 | 1,389 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $217,360 | 1,398 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $212,019 | 1,312 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $197,123 | 1,273 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $165,248 | 1,346 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $383,013 | 3,041 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $405,575 | 3,191 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $481,874 | 3,051 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $249,082 | 1,667 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $232,079 | 1,471 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $223,921 | 1,214 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $235,811 | 1,176 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $218,333 | 1,116 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $192,666 | 1,010 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $106,122 | 605 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $90,145 | 605 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $66,495 | 605 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $63,652 | 605 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $56,379 | 589 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||