Golden State Wealth Management, LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1776033 SANTA ANA, CA

Position in PNC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$176,785

+$42,567 QoQ

Shares Held

718

+11.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#519

of 634 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $1,517,684 across 25 Banks - Regional names. PNC ranks #3 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COLB	Columbia Banking System, Inc.	6,693	$214,510
2	TCBK	Trico Bancshares /	3,753	$202,099
3	PNC	Pnc Financial Services Group, Inc. This page	718	$176,785
4	FNRN	First Northern Community Bancorp	9,121	$163,630
5	USB	US Bancorp \De\	2,011	$121,464
6	FCNCA	First Citizens Bancshares Inc /De/	48	$99,877
7	MTB	M&T Bank Corp	416	$99,012
8	TFC	Truist Financial Corp	1,938	$96,551

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$176,785	718	+11.3%	Shares	Sole	2026-07-22
2026-03-31	$134,218	645	+14.8%	Shares	Sole	2026-04-28
2025-12-31	$117,306	562	-2.4%	Shares	Sole	2026-02-13
2025-09-30	$115,735	576	+48.1%	Shares	Sole	2025-11-03
2025-06-30	$72,517	389	+14.1%	Shares	Sole	2025-08-06
2025-03-31	$59,937	341	-8.6%	Shares	Sole	2025-04-24
2024-12-31	$71,933	373	-71.6%	Shares	Sole	2025-01-28
2021-12-31	$263,483	1,314	-4.9%	Shares	Sole	2022-02-14
2020-12-31	$205,918	1,382	+341.5%	Shares	Sole	2021-01-28
2020-03-31	$29,960	313	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.