Keudell/Morrison Wealth Management
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1785498
Salem, OR
Position in PNC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$586,249
+$30,441 QoQ
Shares Held
2,381
-10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,181
of 2,021 holders
Holding Since
Dec 2020
18 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, 2026Keudell/Morrison Wealth Management holds $4,721,202 across 6 Banks - Regional names. PNC ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
51,526 | $3,112,170 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
This page
|
2,381 | $586,249 | |
| 3 | TFC |
Truist Financial Corp
|
6,722 | $334,890 | |
| 4 | RF |
Regions Financial Corp
|
8,218 | $248,183 | |
| 5 | COLB |
Columbia Banking System, Inc.
|
7,443 | $238,548 | |
| 6 | GBCI |
Glacier Bancorp, Inc.
|
3,900 | $201,162 |
All Filings in PNC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $586,249 | 2,381 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $555,808 | 2,671 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $565,658 | 2,710 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $505,198 | 2,710 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $357,340 | 2,033 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $390,714 | 2,026 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $406,670 | 2,200 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $342,988 | 2,206 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $361,822 | 2,239 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $299,170 | 1,932 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $276,355 | 2,251 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $284,521 | 2,259 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $285,085 | 2,243 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $327,251 | 2,072 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $308,701 | 2,066 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $231,133 | 1,465 | Shares | Sole | 2022-07-18 | |
| 2021-03-31 | $252,590 | 1,440 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $252,406 | 1,694 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||