COLTON GROOME FINANCIAL ADVISORS, LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1780330 ASHEVILLE, NC

Position in PNC

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

Position Value

$1,598,460

+$257,529 QoQ

Shares Held

6,492

+0.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.70%

of 13F equity value

Holder Rank

#246

of 834 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

COLTON GROOME FINANCIAL ADVISORS, LLC holds $3,604,514 across 7 Banks - Regional names. PNC ranks #1 (44.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc. This page	6,492	$1,598,460
2	SFST	Southern First Bancshares Inc	7,675	$468,942
3	FCNCA	First Citizens Bancshares Inc /De/	217	$451,531
4	SSB	SouthState Bank Corp	3,600	$359,640
5	WASH	Washington Trust Bancorp Inc	7,390	$269,587
6	PRK	Park National Corp /Oh/	1,376	$251,794
7	TFC	Truist Financial Corp	4,106	$204,560

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,598,460	6,492	+0.7%	Shares	Sole	2026-07-22
2026-03-31	$1,340,931	6,444	+4.4%	Shares	Sole	2026-04-30
2025-12-31	$1,288,699	6,174	+6.9%	Shares	Sole	2026-02-10
2025-09-30	$1,160,973	5,778	+0.8%	Shares	Sole	2025-10-30
2025-06-30	$1,068,745	5,733	+1.5%	Shares	Sole	2025-07-16
2025-03-31	$992,748	5,648	-5.0%	Shares	Sole	2025-05-15
2024-12-31	$1,146,107	5,943	-12.0%	Shares	Sole	2025-01-23
2024-09-30	$1,248,292	6,753	-3.8%	Shares	Sole	2024-10-24
2024-06-30	$1,091,158	7,018	+3.4%	Shares	Sole	2024-07-24
2024-03-31	$1,096,779	6,787	-0.8%	Shares	Sole	2024-04-18
2023-12-31	$1,059,793	6,844	+35.6%	Shares	Sole	2024-01-31
2023-09-30	$619,497	5,046	+143.8%	Shares	Sole	2023-10-23
2021-12-31	$415,076	2,070	+0.2%	Shares	Sole	2022-01-19
2021-09-30	$404,192	2,066	-1.0%	Shares	Sole	2021-10-18
2021-06-30	$397,925	2,086	—	Shares	Sole	2021-07-21
No filing history on record for this holder in this stock.