Beacon Financial Advisory LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1800502
Cleveland, OH
Position in PNC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$655,191
+$107,707 QoQ
Shares Held
2,661
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,135
of 2,030 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Beacon Financial Advisory LLC holds $1,986,950 across 2 Banks - Regional names. PNC ranks #2 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
22,049 | $1,331,759 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
This page
|
2,661 | $655,191 |
All Filings in PNC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,191 | 2,661 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $547,484 | 2,631 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $542,489 | 2,599 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $573,052 | 2,852 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $451,695 | 2,423 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $400,228 | 2,277 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||