Sound View Wealth Advisors Group, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1784777
SAVANNAH, GA
Position in PNC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$839,610
+$130,024 QoQ
Shares Held
3,410
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,032
of 2,018 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $10,889,100 across 9 Banks - Regional names. PNC ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
114,106 | $6,432,155 | |
| 2 | PRK |
Park National Corp /Oh/
|
5,393 | $986,865 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
This page
|
3,410 | $839,610 | |
| 4 | USB |
US Bancorp De
|
13,758 | $830,983 | |
| 5 | TFC |
Truist Financial Corp
|
12,984 | $646,862 | |
| 6 | MTB |
M&T Bank Corp
|
1,515 | $360,585 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
15,411 | $273,237 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
2,677 | $270,055 |
All Filings in PNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $839,610 | 3,410 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $709,586 | 3,410 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $711,769 | 3,410 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $685,171 | 3,410 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $636,065 | 3,412 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $674,781 | 3,839 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,499,601 | 7,776 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,432,032 | 7,747 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,190,510 | 7,657 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,228,968 | 7,605 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,208,294 | 7,803 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $903,587 | 7,360 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $943,491 | 7,491 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $890,589 | 7,007 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,232,405 | 7,803 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $1,089,570 | 7,292 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,143,359 | 7,247 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,319,370 | 7,153 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,435,723 | 7,160 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,427,585 | 7,297 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,368,512 | 7,174 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,262,776 | 7,199 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,062,370 | 7,130 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $785,526 | 7,147 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $776,239 | 7,378 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $717,038 | 7,491 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||